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

Comprehensive Wealth Management’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
2023 Q2	–	Sell	-33,953	Closed	-$850K	–	36
2023 Q1	$850K	Buy	33,953 +22,499	+196%	+$562K	0.7%	16
2022 Q4	$280K	Buy	+11,454	New	+$279K	0.26%	31
2022 Q3	–	Sell	-7,806	Closed	-$201K	–	32
2022 Q2	$201K	Buy	7,806 +202	+3%	+$5.29K	0.17%	30
2022 Q1	$210K	Buy	+7,604	New	+$219K	0.21%	31

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

APP

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

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

Comprehensive Wealth Management's HYMB Position: Q2 2023 in Review

Comprehensive Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2023, closing a stake of 33,953 shares — an estimated $850K sold.

Comprehensive Wealth Management first reported a position in HYMB in Q1 2022 and held it in 4 quarters. The position peaked at $850K in Q1 2023. 277 funds tracked by Wall St. Rank hold HYMB as of Q2 2023.

Comprehensive Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Comprehensive Wealth Management sold 33,953 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2023, an estimated $850K.
Comprehensive Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2022 and held it in 4 quarters.
Comprehensive Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $850K in Q1 2023.
277 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2023.

Based on Comprehensive Wealth Management's 13F filing for Q2 2023, filed 12 Jan 2024.