Sargent Bickham Lagudis’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Sargent Bickham Lagudis’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	$4.65M	Buy	189,740 +10,538	+6%	+$257K	0.38%	58
2022 Q3	$4.29M	Buy	179,202 +85,460	+91%	+$2.19M	0.38%	57
2022 Q2	$2.41M	Buy	+93,742	New	+$2.45M	0.21%	103
2019 Q2	–	Sell	-1,790	Closed	-$51K	–	778
2019 Q1	$51K	Hold	1,790	–	–	0.01%	386
2018 Q4	$50K	Hold	1,790	–	–	0.01%	359
2018 Q3	$50K	Hold	1,790	–	–	0.01%	366
2018 Q2	$51K	Sell	1,790 -358	-17%	-$10K	0.01%	352
2018 Q1	$60K	Sell	2,148 -222	-9%	-$6.16K	0.01%	333
2017 Q4	$66K	Sell	2,370 -692	-23%	-$19.3K	0.01%	333
2017 Q3	$87K	Sell	3,062 -3,694	-55%	-$106K	0.01%	293
2017 Q2	$192K	Sell	6,756 -758	-10%	-$21.6K	0.02%	208
2017 Q1	$213K	Hold	7,514	–	–	0.03%	201
2016 Q4	$210K	Buy	+7,514	New	+$214K	0.03%	196

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

Sargent Bickham Lagudis's HYMB Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 5.9% in Q4 2022, buying an estimated $257K and bringing the position to 189,740 shares worth $4.65M. The position accounts for 0.38% of the portfolio, ranked #58.

Sargent Bickham Lagudis first reported a position in HYMB in Q4 2016 and has held it in 13 quarters since. 273 funds tracked by Wall St. Rank hold HYMB as of Q4 2022.

Sargent Bickham Lagudis held 189,740 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $4.65M as of Q4 2022.
Sargent Bickham Lagudis bought 10,538 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2022, an estimated $257K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.38% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #58 holding.
Sargent Bickham Lagudis first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2016 and has held it in 13 quarters since.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.