Security National Bank of Sioux City Iowa’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Security National Bank of Sioux City Iowa’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	-16,030	Closed	-$384K	–	98
2022 Q3	$384K	Hold	16,030	–	–	0.34%	69
2022 Q2	$412K	Hold	16,030	–	–	0.35%	66
2022 Q1	$442K	Hold	16,030	–	–	0.33%	65
2021 Q4	$482K	Hold	16,030	–	–	0.33%	67
2021 Q3	$480K	Buy	+16,030	New	+$487K	0.37%	64
2021 Q2	–	Sell	-16,030	Closed	-$476K	–	107
2021 Q1	$476K	Buy	+16,030	New	+$476K	0.38%	61

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 $4.02B AUM 20% 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 $424B AUM 22.96% 1-Year Est. Return

Security National Bank of Sioux City Iowa's HYMB Position: Q4 2022 in Review

Security National Bank of Sioux City Iowa sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2022, closing a stake of 16,030 shares — an estimated $384K sold.

Security National Bank of Sioux City Iowa first reported a position in HYMB in Q1 2021 and held it in 6 quarters. The position peaked at $482K in Q4 2021. 273 funds tracked by Wall St. Rank hold HYMB as of Q4 2022.

Security National Bank of Sioux City Iowa reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 16,030 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2022, an estimated $384K.
Security National Bank of Sioux City Iowa first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2021 and held it in 6 quarters.
Security National Bank of Sioux City Iowa's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $482K in Q4 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 Security National Bank of Sioux City Iowa's 13F filing for Q4 2022, filed 16 Feb 2023.