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

Altus Wealth Group’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
2024 Q1	–	Sell	-10,120	Closed	-$256K	–	148
2023 Q4	$256K	Sell	10,120 -250	-2%	-$6.04K	0.14%	118
2023 Q3	$247K	Sell	10,370 -5,000	-33%	-$123K	0.16%	112
2023 Q2	$384K	Sell	15,370 -400	-3%	-$9.95K	0.24%	91
2023 Q1	$395K	Hold	15,770	–	–	0.27%	86
2022 Q4	$386K	Buy	+15,770	New	+$384K	0.29%	85

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Altus Wealth Group's HYMB Position: Q1 2024 in Review

Altus Wealth Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2024, closing a stake of 10,120 shares — an estimated $256K sold.

Altus Wealth Group first reported a position in HYMB in Q4 2022 and held it in 5 quarters. The position peaked at $395K in Q1 2023. 353 funds tracked by Wall St. Rank hold HYMB as of Q1 2024.

Altus Wealth Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Altus Wealth Group sold 10,120 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2024, an estimated $256K.
Altus Wealth Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 5 quarters.
Altus Wealth Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $395K in Q1 2023.
353 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2024.

Based on Altus Wealth Group's 13F filing for Q1 2024, filed 2 May 2024.