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Patriot Financial Group Insurance Agency’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Patriot Financial Group Insurance Agency’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
-3,186
Closed -$82K – 1082
2022
Q2 		$82K Sell
3,186
-5,320
-63% -$139K 0.02% 595
2022
Q1 		$235K Buy
8,506
+2,096
+33% +$60.3K 0.04% 384
2021
Q4 		$193K Sell
6,410
-2,424
-27% -$72.5K 0.03% 453
2021
Q3 		$264K Buy
8,834
+620
+8% +$18.8K 0.05% 373
2021
Q2 		$250K Buy
8,214
+370
+5% +$11.1K 0.05% 379
2021
Q1 		$233K Buy
7,844
+14
+0.2% +$416 0.05% 347
2020
Q4 		$231K Buy
7,830
+5,772
+280% +$166K 0.06% 313
2020
Q3 		$59K Hold
2,058
– – 0.02% 503
2020
Q2 		$58K Buy
2,058
+26
+1% +$704 0.02% 479
2020
Q1 		$56K Buy
2,032
+1,054
+108% +$30.5K 0.03% 431
2019
Q4 		$29K Sell
978
-428
-30% -$12.6K 0.01% 598
2019
Q3 		$42K Hold
1,406
– – 0.02% 471
2019
Q2 		$41K Hold
1,406
– – 0.02% 468
2019
Q1 		$40K Buy
1,406
+280
+25% +$7.87K 0.02% 416
2018
Q4 		$32K Buy
1,126
+380
+51% +$10.6K 0.02% 391
2018
Q3 		$21K Buy
+746
New +$21.1K 0.01% 475
2018
Q2 		– Sell
-740
Closed -$21K – 727
2018
Q1 		$21K Buy
740
+148
+25% +$4.11K 0.02% 460
2017
Q4 		$16K Buy
592
+6
+1% +$167 0.01% 496
2017
Q3 		$16K Buy
586
+4
+0.7% +$115 0.01% 454
2017
Q2 		$17K Buy
+582
New +$16.6K 0.02% 417

Other funds holding HYMB

Fidelity Investments
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HYMB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2022, closing a stake of 3,186 shares — an estimated $82K sold.

Patriot Financial Group Insurance Agency first reported a position in HYMB in Q2 2017 and held it in 20 quarters. The position peaked at $264K in Q3 2021. 234 funds tracked by Wall St. Rank hold HYMB as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,186 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2022, an estimated $82K.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2017 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $264K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.