Back to UNMA
HB Wealth Management, LLC → UNMA
HB Wealth Management, LLC UNMA Position History
Unum Group 6.250% JR NT58 • Financial Services
Quarters held
4
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 19.3K | — | — |
| Q2 2026 | $1.7M | 18.5K | — | — |
| Q1 2026 | $1.2M | 16.1K | — | — |
| Q4 2025 | $1.1M | 13.7K | — | — |
Other funds holding UNMA
$1.6B
$1.5B
$1.4B
$1.3B
$626.5M
$624.2M
$594.2M
$480.5M