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

Fortitude Advisory 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
2023 Q2	–	Sell	-8,029	Closed	-$201K	–	219
2023 Q1	$201K	Sell	8,029 -2,127	-21%	-$53.2K	0.16%	189
2022 Q4	$249K	Sell	10,156 -550	-5%	-$13.4K	0.21%	146
2022 Q3	$257K	Sell	10,706 -814	-7%	-$20.9K	0.24%	119
2022 Q2	$296K	Sell	11,520 -954	-8%	-$25K	0.27%	103
2022 Q1	$344K	Buy	12,474 +1,010	+9%	+$29.1K	0.18%	100
2021 Q4	$344K	Buy	+11,464	New	+$343K	0.17%	110

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

Fortitude Advisory Group's HYMB Position: Q2 2023 in Review

Fortitude Advisory Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2023, closing a stake of 8,029 shares — an estimated $201K sold.

Fortitude Advisory Group first reported a position in HYMB in Q4 2021 and held it in 6 quarters. The position peaked at $344K in Q1 2022. 277 funds tracked by Wall St. Rank hold HYMB as of Q2 2023.

Fortitude Advisory Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Fortitude Advisory Group sold 8,029 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2023, an estimated $201K.
Fortitude Advisory Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and held it in 6 quarters.
Fortitude Advisory Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $344K in Q1 2022.
277 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2023.

Based on Fortitude Advisory Group's 13F filing for Q2 2023, filed 31 Jul 2023.