BFG
HYMB icon

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

Barber Financial 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
2022
Q2 		– Sell
-204,494
Closed -$5.64M – 156
2022
Q1 		$5.64M Sell
204,494
-2,278
-1% -$65.6K 0.75% 25
2021
Q4 		$6.21M Buy
206,772
+8,008
+4% +$239K 0.75% 29
2021
Q3 		$5.96M Buy
198,764
+20,644
+12% +$627K 0.77% 32
2021
Q2 		$5.42M Buy
178,120
+30,104
+20% +$904K 0.74% 29
2021
Q1 		$4.39M Buy
148,016
+3,814
+3% +$113K 0.64% 29
2020
Q4 		$4.25M Buy
144,202
+12,620
+10% +$363K 0.78% 30
2020
Q3 		$3.74M Buy
131,582
+8,046
+7% +$229K 0.82% 29
2020
Q2 		$3.48M Buy
123,536
+11,570
+10% +$313K 0.83% 27
2020
Q1 		$3.06M Buy
111,966
+7,922
+8% +$229K 0.97% 28
2019
Q4 		$3.07M Buy
104,044
+6,446
+7% +$190K 0.62% 42
2019
Q3 		$2.9M Buy
97,598
+23,210
+31% +$684K 0.62% 41
2019
Q2 		$2.17M Buy
74,388
+9,210
+14% +$266K 0.51% 43
2019
Q1 		$1.87M Buy
65,178
+1,652
+3% +$46.4K 0.37% 43
2018
Q4 		$1.78M Buy
63,526
+16,438
+35% +$457K 0.38% 51
2018
Q3 		$1.32M Buy
47,088
+11,220
+31% +$317K 0.32% 52
2018
Q2 		$1.01M Buy
35,868
+15,022
+72% +$421K 0.29% 52
2018
Q1 		$581K Buy
+20,846
New +$578K 0.15% 74

Other funds holding HYMB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Barber Financial Group's HYMB Position: Q2 2022 in Review

Barber Financial Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2022, closing a stake of 204,494 shares — an estimated $5.64M sold.

Barber Financial Group first reported a position in HYMB in Q1 2018 and held it in 17 quarters. The position peaked at $6.21M in Q4 2021. 257 funds tracked by Wall St. Rank hold HYMB as of Q2 2022.

  • Barber Financial Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Barber Financial Group sold 204,494 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2022, an estimated $5.64M.
  • Barber Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2018 and held it in 17 quarters.
  • Barber Financial Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $6.21M in Q4 2021.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.