SeaCrest Wealth Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

SeaCrest Wealth Management’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	-4,448	Closed	-$114K	–	1012
2022 Q2	$114K	Sell	4,448 -3,484	-44%	-$91.2K	0.01%	806
2022 Q1	$219K	Hold	7,932	–	–	0.03%	629
2021 Q4	$238K	Hold	7,932	–	–	0.03%	589
2021 Q3	$238K	Sell	7,932 -708	-8%	-$21.5K	0.03%	574
2021 Q2	$263K	Buy	+8,640	New	+$260K	0.03%	541
2019 Q2	–	Sell	-5,102	Closed	-$147K	–	1108
2019 Q1	$147K	Sell	5,102 -180	-3%	-$5.06K	0.03%	563
2018 Q4	$148K	Hold	5,282	–	–	0.03%	522
2018 Q3	$149K	Hold	5,282	–	–	0.03%	611
2018 Q2	$149K	Sell	5,282 -1,680	-24%	-$47.1K	0.03%	593
2018 Q1	$194K	Hold	6,962	–	–	0.04%	494
2017 Q4	$194K	Buy	+6,962	New	+$194K	0.04%	504

Other funds holding HYMB

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 New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 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

SeaCrest Wealth Management's HYMB Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2022, closing a stake of 4,448 shares — an estimated $114K sold.

SeaCrest Wealth Management first reported a position in HYMB in Q4 2017 and held it in 11 quarters. The position peaked at $263K in Q2 2021. 234 funds tracked by Wall St. Rank hold HYMB as of Q3 2022.

SeaCrest Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 4,448 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2022, an estimated $114K.
SeaCrest Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2017 and held it in 11 quarters.
SeaCrest Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $263K in Q2 2021.
234 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.