A detailed history of Erickson Financial Group, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Erickson Financial Group, LLC holds 165,284 shares of HYMB stock, worth $4.26 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
165,284
Previous 161,210 2.53%
Holding current value
$4.26 Million
Previous $4.14 Million 1.52%
% of portfolio
3.21%
Previous 3.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$25.12 - $25.81 $102,338 - $105,149
4,074 Added 2.53%
165,284 $4.2 Million
Q1 2024

Apr 29, 2024

SELL
$24.95 - $25.69 $358,631 - $369,268
-14,374 Reduced 8.19%
161,210 $4.14 Million
Q4 2023

Jan 18, 2024

BUY
$23.09 - $25.41 $450,001 - $495,215
19,489 Added 12.49%
175,584 $4.44 Million
Q3 2023

Oct 24, 2023

BUY
$23.58 - $25.22 $14,430 - $15,434
612 Added 0.39%
156,095 $3.72 Million
Q2 2023

Jul 13, 2023

SELL
$24.33 - $25.33 $42,747 - $44,504
-1,757 Reduced 1.12%
155,483 $3.89 Million
Q1 2023

Apr 18, 2023

BUY
$24.5 - $50.38 $1.91 Million - $3.92 Million
77,899 Added 98.18%
157,240 $3.94 Million
Q4 2022

Jan 17, 2023

BUY
$23.44 - $50.65 $206,436 - $446,074
8,807 Added 12.49%
79,341 $0
Q3 2022

Oct 17, 2022

BUY
$23.96 - $26.61 $18,976 - $21,075
792 Added 1.14%
70,534 $3.38 Million
Q2 2022

Aug 09, 2022

SELL
$24.46 - $27.54 $28,936 - $32,579
-1,183 Reduced 1.67%
69,742 $3.58 Million
Q1 2022

May 16, 2022

BUY
$27.51 - $30.04 $20,467 - $22,349
744 Added 1.06%
70,925 $3.91 Million
Q4 2021

Apr 01, 2022

BUY
$29.68 - $30.1 $2.08 Million - $2.11 Million
70,181 New
70,181 $4.22 Million

Others Institutions Holding HYMB

About SPDR NUVEEN BLOOMBERG HIGH YIE


  • Ticker HYMB
  • Sector ETFs
  • Industry ETFs
More about HYMB
Track This Portfolio

Track Erickson Financial Group, LLC Portfolio

Follow Erickson Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Erickson Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Erickson Financial Group, LLC with notifications on news.