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

LifePro Asset 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	-16,800	Closed	-$432K	–	136
2024 Q1	$432K	Hold	16,800	–	–	0.29%	74
2023 Q4	$425K	Hold	16,800	–	–	0.33%	66
2023 Q3	$400K	Hold	16,800	–	–	0.33%	62
2023 Q2	$420K	Buy	16,800 +8,106	+93%	+$202K	0.32%	62
2023 Q1	$426K	Sell	8,694 -8,694	-50%	-$217K	0.31%	69
2022 Q4	$426K	Hold	17,388	–	–	0.31%	69
2022 Q3	$417K	Hold	17,388	–	–	0.24%	52
2022 Q2	$447K	Buy	17,388 +588	+4%	+$15.4K	0.23%	74
2022 Q1	$463K	Hold	16,800	–	–	0.17%	77
2021 Q4	$505K	Buy	+16,800	New	+$502K	0.15%	71

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

LifePro Asset Management's HYMB Position: Q2 2024 in Review

LifePro Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2024, closing a stake of 16,800 shares — an estimated $432K sold.

LifePro Asset Management first reported a position in HYMB in Q4 2021 and held it in 10 quarters. The position peaked at $505K in Q4 2021. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

LifePro Asset 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.
LifePro Asset Management sold 16,800 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2024, an estimated $432K.
LifePro Asset 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.
LifePro Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $505K in Q4 2021.
351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

Based on LifePro Asset Management's 13F filing for Q2 2024, filed 10 Jul 2024.