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

Oxler Private Wealth’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 Q4	–	Sell	-1,000	Closed	-$56.5K	–	200
2022 Q3	$56.5K	Buy	+1,000	New	+$25.7K	0.03%	186

Other funds holding HYMB

Goldman Sachs New York $871B AUM 31.28% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oxler Private Wealth's HYMB Position: Q4 2022 in Review

Oxler Private Wealth sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2022, closing a stake of 1,000 shares — an estimated $56.5K sold.

Oxler Private Wealth first reported a position in HYMB in Q3 2022 and held it in 1 quarter. The position peaked at $56.5K in Q3 2022. 273 funds tracked by Wall St. Rank hold HYMB as of Q4 2022.

Oxler Private Wealth reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 1,000 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2022, an estimated $56.5K.
Oxler Private Wealth first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
Oxler Private Wealth's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $56.5K in Q3 2022.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.