Sound Financial Strategies Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Sound Financial Strategies 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
2023 Q3	–	Sell	-112,488	Closed	-$2.81M	–	78
2023 Q2	$2.81M	Buy	+112,488	New	+$2.8M	2.06%	5
2021 Q4	–	Sell	-118,100	Closed	-$3.54M	–	85
2021 Q3	$3.54M	Sell	118,100 -74,312	-39%	-$2.26M	1.78%	6
2021 Q2	$5.85M	Sell	192,412 -3,892	-2%	-$117K	2.92%	5
2021 Q1	$5.82M	Buy	196,304 +46,366	+31%	+$1.38M	2.98%	6
2020 Q4	$4.42M	Buy	+149,938	New	+$4.32M	2.42%	6

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Sound Financial Strategies Group's HYMB Position: Q3 2023 in Review

Sound Financial Strategies Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2023, closing a stake of 112,488 shares — an estimated $2.81M sold.

Sound Financial Strategies Group first reported a position in HYMB in Q4 2020 and held it in 5 quarters. The position peaked at $5.85M in Q2 2021. 282 funds tracked by Wall St. Rank hold HYMB as of Q3 2023.

Sound Financial Strategies Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Sound Financial Strategies Group sold 112,488 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2023, an estimated $2.81M.
Sound Financial Strategies Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2020 and held it in 5 quarters.
Sound Financial Strategies Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $5.85M in Q2 2021.
282 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2023.

Based on Sound Financial Strategies Group's 13F filing for Q3 2023, filed 6 Nov 2023.