Sawyer & Company’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Sawyer & Company’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	-320	Closed	-$8K	–	195
2023 Q2	$8K	Sell	320 -40	-11%	-$995	﹤0.01%	153
2023 Q1	$9K	Sell	360 -360	-50%	-$9K	﹤0.01%	157
2022 Q4	$18K	Buy	+720	New	+$17.5K	0.01%	150

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 $871B 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 $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sawyer & Company's HYMB Position: Q3 2023 in Review

Sawyer & Company sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2023, closing a stake of 320 shares — an estimated $8K sold.

Sawyer & Company first reported a position in HYMB in Q4 2022 and held it in 3 quarters. The position peaked at $18K in Q4 2022. 282 funds tracked by Wall St. Rank hold HYMB as of Q3 2023.

Sawyer & Company reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Sawyer & Company sold 320 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2023, an estimated $8K.
Sawyer & Company first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 3 quarters.
Sawyer & Company's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $18K in Q4 2022.
282 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2023.

Based on Sawyer & Company's 13F filing for Q3 2023, filed 25 Oct 2023.