Perigon Wealth Management, LLC HYMB Holdings History
Perigon Wealth Management, LLC's SPDR Nuveen ICE High Yield Municipal Bond ETF Holding Summary
As of 2025-06-30, Perigon Wealth Management, LLC held 371,434.00 shares of SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB), totaling $9.20 Mil. This investment constitutes 0.21% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0.35% of the outstanding SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB) stock.
The initial trade took place in 2020Q2. And since then Perigon Wealth Management, LLC has made 14 purchases of HYMB, at an average price of $25.33, for a total of 455,490.00 shares. In addition, there have been 7 sales at an average price of $25.91 for 84,056.00 shares. Based on historical transaction data and HYMB's current price of $24.24, Perigon Wealth Management, LLC's estimated gain on his HYMB holdings is $-357,439.92, reflecting a -3.10% gain to date.
Perigon Wealth Management, LLC HYMB ($24.24) Holding Chart
Perigon Wealth Management, LLC HYMB ($24.24) 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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