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

Visionary Wealth Advisors’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
-9,263
Closed -$232K – 474
2023
Q1 		$232K Buy
+9,263
New +$232K 0.02% 396

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Visionary Wealth Advisors's HYMB Position: Q2 2023 in Review

Visionary Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2023, closing a stake of 9,263 shares — an estimated $232K sold.

Visionary Wealth Advisors first reported a position in HYMB in Q1 2023 and held it in 1 quarter. The position peaked at $232K in Q1 2023. 277 funds tracked by Wall St. Rank hold HYMB as of Q2 2023.

  • Visionary Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 9,263 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2023, an estimated $232K.
  • Visionary Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
  • Visionary Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $232K in Q1 2023.
  • 277 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2023.

Based on Visionary Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.