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

Cannon Financial Strategists’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 Q3	–	Sell	-9,168	Closed	-$236K	–	68
2022 Q2	$236K	Hold	9,168	–	–	0.09%	64
2022 Q1	$253K	Buy	+9,168	New	+$264K	0.09%	59

Other funds holding HYMB

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

RJA

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

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

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

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

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

APP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cannon Financial Strategists's HYMB Position: Q3 2022 in Review

Cannon Financial Strategists sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2022, closing a stake of 9,168 shares — an estimated $236K sold.

Cannon Financial Strategists first reported a position in HYMB in Q1 2022 and held it in 2 quarters. The position peaked at $253K in Q1 2022. 234 funds tracked by Wall St. Rank hold HYMB as of Q3 2022.

Cannon Financial Strategists reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Cannon Financial Strategists sold 9,168 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2022, an estimated $236K.
Cannon Financial Strategists first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2022 and held it in 2 quarters.
Cannon Financial Strategists's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $253K in Q1 2022.
234 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2022.

Based on Cannon Financial Strategists's 13F filing for Q3 2022, filed 2 Oct 2024.