My Legacy Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

My Legacy Advisors’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 Q2	–	Sell	-12,956	Closed	-$327K	–	214
2023 Q1	$327K	Sell	12,956 -18,224	-58%	-$456K	0.14%	175
2022 Q4	$399K	Buy	31,180 +10,330	+50%	+$252K	0.17%	165
2022 Q3	$500K	Sell	20,850 -5,778	-22%	-$148K	0.25%	144
2022 Q2	$691K	Sell	26,628 -6,874	-21%	-$180K	0.35%	107
2022 Q1	$924K	Buy	+33,502	New	+$965K	0.43%	74

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

APP

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

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

My Legacy Advisors's HYMB Position: Q2 2023 in Review

My Legacy Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2023, closing a stake of 12,956 shares — an estimated $327K sold.

My Legacy Advisors first reported a position in HYMB in Q1 2022 and held it in 5 quarters. The position peaked at $924K in Q1 2022. 277 funds tracked by Wall St. Rank hold HYMB as of Q2 2023.

My Legacy Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
My Legacy Advisors sold 12,956 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2023, an estimated $327K.
My Legacy Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2022 and held it in 5 quarters.
My Legacy Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $924K in Q1 2022.
277 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2023.

Based on My Legacy Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.