Vicus Capital’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Vicus Capital’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 Q2	–	Sell	-40,469	Closed	-$1.01M	–	215
2023 Q1	$1.01M	Sell	40,469 -3,643	-8%	-$91.1K	0.11%	89
2022 Q4	$1.08M	Sell	44,112 -14,162	-24%	-$345K	0.12%	85
2022 Q3	$1.4M	Buy	58,274 +216	+0.4%	+$5.54K	0.16%	72
2022 Q2	$1.49M	Buy	58,058 +50,278	+646%	+$1.32M	0.17%	74
2022 Q1	$215K	Hold	7,780	–	–	0.02%	213
2021 Q4	$227K	Buy	+7,780	New	+$233K	0.02%	204

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Vicus Capital's HYMB Position: Q2 2023 in Review

Vicus Capital sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2023, closing a stake of 40,469 shares — an estimated $1.01M sold.

Vicus Capital first reported a position in HYMB in Q4 2021 and held it in 6 quarters. The position peaked at $1.49M in Q2 2022. 277 funds tracked by Wall St. Rank hold HYMB as of Q2 2023.

Vicus Capital reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Vicus Capital sold 40,469 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2023, an estimated $1.01M.
Vicus Capital first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and held it in 6 quarters.
Vicus Capital's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.49M in Q2 2022.
277 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2023.

Based on Vicus Capital's 13F filing for Q2 2023, filed 17 Aug 2023.