Oakwell Private Wealth Management, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Oakwell Private Wealth Management, LLC

$484 Million
Q3 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 110,734 shares of HYMB stock, worth $2.77 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

110,734

Previous 99,922 10.82%

Holding current value

$2.77 Million

Previous $2.48 Million 11.47%

% of portfolio

0.57%

Previous 0.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.11 - $24.94 $260,677 - $269,651	10,812 Added 10.82%	110,734 $2.76 Million
Q2 2025 Aug 05, 2025	BUY	$24.14 - $25.43 $175,183 - $184,545	7,257 Added 7.83%	99,922 $2.48 Million
Q1 2025 May 05, 2025	BUY	$25.12 - $26.05 $16,755 - $17,375	667 Added 0.73%	92,665 $2.34 Million
Q4 2024 Feb 04, 2025	BUY	$25.3 - $26.31 $10,373 - $10,787	410 Added 0.45%	91,998 $2.35 Million
Q3 2024 Nov 04, 2024	SELL	$25.38 - $26.27 $55,734 - $57,688	-2,196 Reduced 2.34%	91,588 $2.41 Million

Q2 2024 Aug 08, 2024	BUY	$25.12 - $25.81 $170,615 - $175,301	6,792 Added 7.81%	93,784 $2.39 Million
Q1 2024 Apr 25, 2024	BUY	$24.95 - $25.69 $134,630 - $138,623	5,396 Added 6.61%	86,992 $2.23 Million
Q4 2023 Feb 05, 2024	BUY	$23.09 - $25.41 $32,810 - $36,107	1,421 Added 1.77%	81,596 $2.06 Million
Q3 2023 Oct 30, 2023	BUY	$23.58 - $25.22 $1.89 Million - $2.02 Million	80,175 New	80,175 $1.91 Million

Others Institutions Holding HYMB

# of Institutions

431

Shares Held

87M

Call Options Held

13.8K

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
Sector ETFs
Industry ETFs

More about HYMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.

Account

Oakwell Private Wealth Management, LLC Spdr Nuveen Bloomberg High Yie Transaction History