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Wealth Enhancement & Preservation of GA’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q3 		– Sell
-25,296
Closed -$652K – 58
2022
Q2 		$652K Buy
+25,296
New +$662K 0.69% 39

Other funds holding HYMB

Fidelity Investments
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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's HYMB Position: Q3 2022 in Review

Wealth Enhancement & Preservation of GA sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2022, closing a stake of 25,296 shares — an estimated $652K sold.

Wealth Enhancement & Preservation of GA first reported a position in HYMB in Q2 2022 and held it in 1 quarter. The position peaked at $652K in Q2 2022. 234 funds tracked by Wall St. Rank hold HYMB as of Q3 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 25,296 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2022, an estimated $652K.
  • Wealth Enhancement & Preservation of GA first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $652K in Q2 2022.
  • 234 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q3 2022, filed 19 Oct 2022.