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

Kingsview Wealth Management’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 Q2	–	Sell	-13,296	Closed	-$342K	–	1074
2024 Q1	$342K	Buy	13,296 +15	+0.1%	+$381	0.01%	773
2023 Q4	$336K	Sell	13,281 -774	-6%	-$18.7K	0.01%	730
2023 Q3	$335K	Buy	14,055 +10	+0.1%	+$247	0.01%	721
2023 Q2	$351K	Buy	14,045 +2,753	+24%	+$68.5K	0.01%	694
2023 Q1	$283K	Buy	11,292 +480	+4%	+$12K	0.01%	729
2022 Q4	$265K	Hold	10,812	–	–	0.01%	706
2022 Q3	$259K	Hold	10,812	–	–	0.01%	678
2022 Q2	$278K	Hold	10,812	–	–	0.01%	682
2022 Q1	$298K	Hold	10,812	–	–	0.01%	701
2021 Q4	$325K	Buy	+10,812	New	+$323K	0.01%	695

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJA

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingsview Wealth Management's HYMB Position: Q2 2024 in Review

Kingsview Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2024, closing a stake of 13,296 shares — an estimated $342K sold.

Kingsview Wealth Management first reported a position in HYMB in Q4 2021 and held it in 10 quarters. The position peaked at $351K in Q2 2023. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

Kingsview Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 13,296 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2024, an estimated $342K.
Kingsview Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and held it in 10 quarters.
Kingsview Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $351K in Q2 2023.
351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.