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Money Concepts Capital’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,932
Closed -$96.3K – 1604
2022
Q4 		$96.3K Buy
+3,932
New +$95.8K ﹤0.01% 980
2022
Q3 		– Sell
-176
Closed -$5K – 1602
2022
Q2 		$5K Sell
176
-5,122
-97% -$134K ﹤0.01% 1171
2022
Q1 		$146K Buy
5,298
+5,122
+2,910% +$147K 0.01% 851
2021
Q4 		$5K Buy
+176
New +$5.26K ﹤0.01% 703

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Money Concepts Capital's HYMB Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2023, closing a stake of 3,932 shares — an estimated $96.3K sold.

Money Concepts Capital first reported a position in HYMB in Q4 2021 and held it in 4 quarters. The position peaked at $146K in Q1 2022. 275 funds tracked by Wall St. Rank hold HYMB as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,932 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2023, an estimated $96.3K.
  • Money Concepts Capital first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and held it in 4 quarters.
  • Money Concepts Capital's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $146K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.