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

Johnson Midwest Financial’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
2022 Q2	–	Sell	-2,284	Closed	-$63K	–	308
2022 Q1	$63K	Sell	2,284 -88	-4%	-$2.53K	0.09%	74
2021 Q4	$71K	Hold	2,372	–	–	0.05%	71
2021 Q3	$71K	Hold	2,372	–	–	0.06%	77
2021 Q2	$72K	Buy	2,372 +370	+18%	+$11.1K	0.07%	71
2021 Q1	$59K	Hold	2,002	–	–	0.06%	77
2020 Q4	$59K	Buy	+2,002	New	+$57.7K	0.06%	81

Other funds holding HYMB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

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

Johnson Midwest Financial's HYMB Position: Q2 2022 in Review

Johnson Midwest Financial sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2022, closing a stake of 2,284 shares — an estimated $63K sold.

Johnson Midwest Financial first reported a position in HYMB in Q4 2020 and held it in 6 quarters. The position peaked at $72K in Q2 2021. 257 funds tracked by Wall St. Rank hold HYMB as of Q2 2022.

Johnson Midwest Financial reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Johnson Midwest Financial sold 2,284 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2022, an estimated $63K.
Johnson Midwest Financial first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2020 and held it in 6 quarters.
Johnson Midwest Financial's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $72K in Q2 2021.
257 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2022.

Based on Johnson Midwest Financial's 13F filing for Q2 2022, filed 18 Jul 2022.