Baker Avenue Asset Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Baker Avenue Asset 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 Q4	–	Sell	-215	Closed	-$5.12K	–	871
2023 Q3	$5.12K	Buy	+215	New	+$5.31K	﹤0.01%	941
2023 Q2	–	Sell	-1,124	Closed	-$28.1K	–	1668
2023 Q1	$28.1K	Buy	1,124 +168	+18%	+$4.2K	﹤0.01%	611
2022 Q4	$23.4K	Buy	+956	New	+$23.3K	﹤0.01%	595

Other funds holding HYMB

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Baker Avenue Asset Management's HYMB Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2023, closing a stake of 215 shares — an estimated $5.12K sold.

Baker Avenue Asset Management first reported a position in HYMB in Q4 2022 and held it in 3 quarters. The position peaked at $28.1K in Q1 2023. 334 funds tracked by Wall St. Rank hold HYMB as of Q4 2023.

Baker Avenue Asset Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 215 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2023, an estimated $5.12K.
Baker Avenue Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 3 quarters.
Baker Avenue Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $28.1K in Q1 2023.
334 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.