Aaron Wealth Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Aaron Wealth Advisors’s Portfolio HYMB Stock Details HYMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-109,048	Closed	-$3.01M	–	487
2022 Q1	$3.01M	Buy	109,048 +298	+0.3%	+$8.58K	0.69%	28
2021 Q4	$3.27M	Hold	108,750	–	–	0.91%	27
2021 Q3	$3.26M	Hold	108,750	–	–	0.92%	25
2021 Q2	$3.31M	Hold	108,750	–	–	1.09%	22
2021 Q1	$3.23M	Sell	108,750 -177,200	-62%	-$5.26M	1.18%	21
2020 Q4	$8.43M	Buy	+285,950	New	+$8.23M	3.09%	10

Other funds holding HYMB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Aaron Wealth Advisors's HYMB Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2022, closing a stake of 109,048 shares — an estimated $3.01M sold.

Aaron Wealth Advisors first reported a position in HYMB in Q4 2020 and held it in 6 quarters. The position peaked at $8.43M in Q4 2020. 258 funds tracked by Wall St. Rank hold HYMB as of Q2 2022.

Aaron Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 109,048 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2022, an estimated $3.01M.
Aaron Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2020 and held it in 6 quarters.
Aaron Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $8.43M in Q4 2020.
258 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.