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RCA
Reitz Capital Advisors’s
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
Stock Holding History
Reitz Capital 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
Q3
–
Sell
-9,540
Closed
-$239K
–
61
2023
Q2
$239K
Sell
9,540
-4,370
-31%
-$109K
0.22%
35
2023
Q1
$348K
Sell
13,910
-3,900
-22%
-$97.5K
0.32%
31
2022
Q4
$436K
Sell
17,810
-7,610
-30%
-$185K
0.42%
28
2022
Q3
$609K
Buy
25,420
+300
+1%
+$7.7K
0.56%
22
2022
Q2
$645K
Sell
25,120
-1,004
-4%
-$26.3K
0.58%
21
2022
Q1
$720K
Sell
26,124
-468
-2%
-$13.5K
0.52%
22
2021
Q4
$809K
Hold
26,592
–
–
0.57%
23
2021
Q3
$797K
Hold
26,592
–
–
0.6%
21
2021
Q2
$809K
Hold
26,592
–
–
0.57%
23
2021
Q1
$789K
Sell
26,592
-22
-0.1%
-$653
0.58%
22
2020
Q4
$785K
Sell
26,614
-862
-3%
-$24.8K
0.63%
23
2020
Q3
$781K
Buy
27,476
+17,926
+188%
+$511K
0.71%
21
2020
Q2
$269K
Sell
9,550
-20,646
-68%
-$559K
0.34%
29
2020
Q1
$826K
Sell
30,196
-478
-2%
-$13.8K
1.07%
15
2019
Q4
$905K
Sell
30,674
-332
-1%
-$9.8K
0.98%
17
2019
Q3
$920K
Buy
31,006
+650
+2%
+$19.2K
1.04%
17
2019
Q2
$887K
Buy
30,356
+2
+0%
+$58
1%
21
2019
Q1
$872K
Sell
30,354
-62
-0.2%
-$1.74K
1.01%
23
2018
Q4
$853K
Buy
+30,416
New
+$846K
1.03%
22
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$1.9T AUM
41.92%
1-Year Est. Return
SEI Investments
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$108B AUM
26.14%
1-Year Est. Return
RJA
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St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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