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

Lumature Wealth Partners’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 Q3	–	Sell	-12,752	Closed	-$328K	–	399
2022 Q2	$328K	Sell	12,752 -5,152	-29%	-$135K	0.15%	108
2022 Q1	$494K	Buy	17,904 +7,612	+74%	+$219K	0.2%	95
2021 Q4	$309K	Buy	10,292 +834	+9%	+$24.9K	0.12%	123
2021 Q3	$284K	Buy	9,458 +1,220	+15%	+$37K	0.12%	122
2021 Q2	$251K	Buy	8,238 +820	+11%	+$24.6K	0.1%	121
2021 Q1	$220K	Buy	+7,418	New	+$220K	0.12%	113

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

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

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

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

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

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

APP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Lumature Wealth Partners's HYMB Position: Q3 2022 in Review

Lumature Wealth Partners sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2022, closing a stake of 12,752 shares — an estimated $328K sold.

Lumature Wealth Partners first reported a position in HYMB in Q1 2021 and held it in 6 quarters. The position peaked at $494K in Q1 2022. 234 funds tracked by Wall St. Rank hold HYMB as of Q3 2022.

Lumature Wealth Partners reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Lumature Wealth Partners sold 12,752 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2022, an estimated $328K.
Lumature Wealth Partners first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2021 and held it in 6 quarters.
Lumature Wealth Partners's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $494K in Q1 2022.
234 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2022.

Based on Lumature Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.