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

Freedom Wealth Alliance’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 Q3	$278K	Sell	11,681 -809	-6%	-$20K	0.46%	32
2023 Q2	$313K	Sell	12,490 -1,260	-9%	-$31.3K	0.44%	35
2023 Q1	$344K	Buy	13,750 +5,860	+74%	+$147K	0.52%	34
2022 Q4	$193K	Buy	+7,890	New	+$192K	0.27%	55

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $4.02B AUM 20% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Freedom Wealth Alliance's HYMB Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 6.5% in Q3 2023, selling an estimated $20K and leaving 11,681 shares worth $278K. The position accounts for 0.46% of the portfolio, ranked #32.

Freedom Wealth Alliance first reported a position in HYMB in Q4 2022 and has held it in 4 quarters since. The position peaked at $344K in Q1 2023. 282 funds tracked by Wall St. Rank hold HYMB as of Q3 2023.

Freedom Wealth Alliance held 11,681 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $278K as of Q3 2023.
Freedom Wealth Alliance sold 809 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2023, an estimated $20K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.46% of Freedom Wealth Alliance's portfolio in Q3 2023, its #32 holding.
Freedom Wealth Alliance first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and has held it in 4 quarters since.
Freedom Wealth Alliance's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $344K in Q1 2023.
282 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.