Bernardo Wealth Planning LLC Spdr Nuveen Bloomberg High Yie Transaction History

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 10,742 shares of HYMB stock, worth $270,268. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,742
Previous 10,669 0.68%
Holding current value
$270,268
Previous $269,000 1.12%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$24.14 - $25.43 $1,762 - $1,856
73 Added 0.68%
10,742 $266,000
Q1 2025

Apr 22, 2025
BUY
$25.12 - $26.05 $11,605 - $12,035
462 Added 4.53%
10,669 $269,000
Q4 2024

Jan 16, 2025
BUY
$25.3 - $26.31 $4,301 - $4,472
170 Added 1.69%
10,207 $261,000
Q3 2024

Oct 18, 2024
SELL
$25.38 - $26.27 $62,054 - $64,230
-2,445 Reduced 19.59%
10,037 $263,000
Q2 2024

Jul 10, 2024
BUY
$25.12 - $25.81 $313,547 - $322,160
12,482 New
12,482 $317,000

Others Institutions Holding HYMB

# of Institutions
429
Shares Held
88.3M
Call Options Held
639K
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

HYMB Quotes by TradingView
  • Ticker HYMB
  • Sector ETFs
  • Industry ETFs
More about HYMB
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