JPLA
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Joseph P. Lucia & Associates’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Joseph P. Lucia & Associates’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
-850
Closed -$23K – 465
2022
Q1 		$23K Buy
+850
New +$24.5K 0.01% 252

Other funds holding HYMB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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

Joseph P. Lucia & Associates's HYMB Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2022, closing a stake of 850 shares — an estimated $23K sold.

Joseph P. Lucia & Associates first reported a position in HYMB in Q1 2022 and held it in 1 quarter. The position peaked at $23K in Q1 2022. 257 funds tracked by Wall St. Rank hold HYMB as of Q2 2022.

  • Joseph P. Lucia & Associates reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 850 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2022, an estimated $23K.
  • Joseph P. Lucia & Associates first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2022 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $23K in Q1 2022.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.