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

Financial Strategies 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	-18,768	Closed	-$470K	–	83
2023 Q4	$470K	Sell	18,768 -11,248	-37%	-$272K	0.13%	54
2023 Q3	$701K	Buy	30,016 +14,853	+98%	+$367K	0.22%	46
2023 Q2	$379K	Buy	15,163 +55	+0.4%	+$1.37K	0.12%	55
2023 Q1	$378K	Buy	15,108 +6,410	+74%	+$160K	0.15%	58
2022 Q4	$213K	Sell	8,698 -14,176	-62%	-$345K	0.09%	76
2022 Q3	$548K	Buy	+22,874	New	+$587K	0.25%	52
2022 Q2	–	Sell	-20,852	Closed	-$575K	–	87
2022 Q1	$575K	Buy	+20,852	New	+$600K	0.23%	52

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 $21.9B AUM 68.6% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Financial Strategies Group's HYMB Position: Q1 2024 in Review

Financial Strategies Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2024, closing a stake of 18,768 shares — an estimated $470K sold.

Financial Strategies Group first reported a position in HYMB in Q1 2022 and held it in 7 quarters. The position peaked at $701K in Q3 2023. 353 funds tracked by Wall St. Rank hold HYMB as of Q1 2024.

Financial Strategies 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.
Financial Strategies Group sold 18,768 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2024, an estimated $470K.
Financial Strategies Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2022 and held it in 7 quarters.
Financial Strategies Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $701K in Q3 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 Financial Strategies Group's 13F filing for Q1 2024, filed 18 Apr 2024.