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

Engrave Wealth Partners’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 Q1	–	Sell	-18,056	Closed	-$230K	–	73
2022 Q4	$230K	Buy	18,056 +2,602	+17%	+$63.4K	0.08%	61
2022 Q3	$370K	Sell	15,454 -1,142	-7%	-$29.3K	0.17%	38
2022 Q2	$426K	Buy	16,596 +52	+0.3%	+$1.36K	0.19%	38
2022 Q1	$456K	Sell	16,544 -71,208	-81%	-$2.05M	0.17%	32
2021 Q4	$2.64M	Buy	87,752 +5,356	+7%	+$160K	0.76%	25
2021 Q3	$2.47M	Buy	82,396 +8,348	+11%	+$253K	0.73%	28
2021 Q2	$2.25M	Buy	74,048 +2,954	+4%	+$88.7K	0.68%	33
2021 Q1	$2.11M	Buy	+71,094	New	+$2.11M	0.85%	31
2020 Q2	–	Sell	-224	Closed	-$6K	–	463
2020 Q1	$6K	Buy	+224	New	+$6.47K	0.01%	257

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

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

UCFA

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

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

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

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

Engrave Wealth Partners's HYMB Position: Q1 2023 in Review

Engrave Wealth Partners sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2023, closing a stake of 18,056 shares — an estimated $230K sold.

Engrave Wealth Partners first reported a position in HYMB in Q1 2020 and held it in 9 quarters. The position peaked at $2.64M in Q4 2021. 275 funds tracked by Wall St. Rank hold HYMB as of Q1 2023.

Engrave Wealth Partners reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Engrave Wealth Partners sold 18,056 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2023, an estimated $230K.
Engrave Wealth Partners first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2020 and held it in 9 quarters.
Engrave Wealth Partners's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $2.64M in Q4 2021.
275 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2023.

Based on Engrave Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.