Erickson Financial Group, LLC HYMB Holdings History
Erickson Financial Group, LLC's SPDR Nuveen ICE High Yield Municipal Bond ETF Holding Summary
As of 2025-03-31, Erickson Financial Group, LLC held 152,986.00 shares of SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB), totaling $3.86 Mil. This investment constitutes 2.88% of their stock portfolio, and Erickson Financial Group, LLC now holds 0.14% of the outstanding SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB) stock.
The initial trade took place in 2022Q1. And since then Erickson Financial Group, LLC has made 7 purchases of HYMB, at an average price of $27.64, for a total of 195,303.00 shares. In addition, there have been 6 sales at an average price of $25.67 for 42,317.00 shares. Based on historical transaction data and HYMB's current price of $24.41, Erickson Financial Group, LLC's estimated gain on his HYMB holdings is $-578,182.54, reflecting a -10.71% gain to date.
Erickson Financial Group, LLC HYMB ($24.41) Holding Chart
Erickson Financial Group, LLC HYMB ($24.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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