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

USAdvisors 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
2023 Q1	–	Sell	-53,642	Closed	-$757K	–	116
2022 Q4	$757K	Buy	53,642 +58	+0.1%	+$1.41K	0.37%	67
2022 Q3	$754K	Buy	53,584 +2,968	+6%	+$76.2K	0.39%	62
2022 Q2	$747K	Sell	50,616 -2,590	-5%	-$67.8K	0.37%	61
2022 Q1	$806K	Buy	+53,206	New	+$1.53M	0.34%	70

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

USAdvisors Wealth Management's HYMB Position: Q1 2023 in Review

USAdvisors Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2023, closing a stake of 53,642 shares — an estimated $757K sold.

USAdvisors Wealth Management first reported a position in HYMB in Q1 2022 and held it in 4 quarters. The position peaked at $806K in Q1 2022. 275 funds tracked by Wall St. Rank hold HYMB as of Q1 2023.

USAdvisors Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
USAdvisors Wealth Management sold 53,642 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2023, an estimated $757K.
USAdvisors Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2022 and held it in 4 quarters.
USAdvisors Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $806K in Q1 2022.
275 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2023.

Based on USAdvisors Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.