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PFS Investments’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

PFS Investments’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
-157,374
Closed -$4.04M – 434
2022
Q2 		$4.04M Buy
157,374
+36,896
+31% +$966K 0.08% 211
2022
Q1 		$3.32M Buy
120,478
+64,284
+114% +$1.85M 0.06% 233
2021
Q4 		$1.69M Buy
56,194
+16,968
+43% +$507K 0.03% 293
2021
Q3 		$1.17M Buy
39,226
+20,904
+114% +$635K 0.02% 309
2021
Q2 		$558K Buy
+18,322
New +$550K 0.01% 344

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 $3.64B AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS Investments's HYMB Position: Q3 2022 in Review

PFS Investments sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2022, closing a stake of 157,374 shares — an estimated $4.04M sold.

PFS Investments first reported a position in HYMB in Q2 2021 and held it in 5 quarters. The position peaked at $4.04M in Q2 2022. 234 funds tracked by Wall St. Rank hold HYMB as of Q3 2022.

  • PFS Investments reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • PFS Investments sold 157,374 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2022, an estimated $4.04M.
  • PFS Investments first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2021 and held it in 5 quarters.
  • PFS Investments's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $4.04M in Q2 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 PFS Investments's 13F filing for Q3 2022, filed 14 Nov 2022.