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

Sage Private Wealth Group’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	-388	Closed	-$9K	–	109
2022 Q3	$9K	Hold	388	–	–	0.01%	150
2022 Q2	$10K	Hold	388	–	–	0.01%	142
2022 Q1	$11K	Hold	388	–	–	0.01%	142
2021 Q4	$11K	Hold	388	–	–	0.01%	140
2021 Q3	$12K	Hold	388	–	–	0.02%	140
2021 Q2	$12K	Hold	388	–	–	0.02%	135
2021 Q1	$12K	Hold	388	–	–	0.02%	140
2020 Q4	$11K	Buy	+388	New	+$11.2K	0.03%	129

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

Sage Private Wealth Group's HYMB Position: Q4 2022 in Review

Sage Private Wealth Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2022, closing a stake of 388 shares — an estimated $9K sold.

Sage Private Wealth Group first reported a position in HYMB in Q4 2020 and held it in 8 quarters. The position peaked at $12K in Q3 2021. 273 funds tracked by Wall St. Rank hold HYMB as of Q4 2022.

Sage Private Wealth Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 388 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2022, an estimated $9K.
Sage Private Wealth Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $12K in Q3 2021.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.