Bernardo Wealth Planning LLC Spdr Nuveen Bloomberg High Yie Transaction History

Bernardo Wealth Planning LLC

  • $507 Million
  • Q3 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 13,723 shares of HYMB stock, worth $343,761. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,723
Previous 10,742 27.75%
Holding current value
$343,761
Previous $266,000 28.57%
% of portfolio
0.07%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$24.11 - $24.94 $71,871 - $74,346
2,981 Added 27.75%
13,723 $342,000
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
431
Shares Held
87M
Call Options Held
13.8K
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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