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

Bison Wealth’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	-15,782	Closed	-$376K	–	413
2023 Q3	$376K	Buy	15,782 +47	+0.3%	+$1.16K	0.07%	270
2023 Q2	$394K	Buy	+15,735	New	+$391K	0.07%	260
2020 Q3	–	Sell	-506	Closed	-$14K	–	376
2020 Q2	$14K	Hold	506	–	–	0.01%	299
2020 Q1	$14K	Hold	506	–	–	0.01%	284
2019 Q4	$15K	Buy	+506	New	+$14.9K	0.01%	342
2016 Q3	–	Sell	-35,292	Closed	-$1.05M	–	189
2016 Q2	$1.05M	Sell	35,292 -360	-1%	-$10.5K	0.63%	55
2016 Q1	$1.02M	Buy	+35,652	New	+$1.02M	0.66%	49
2015 Q2	–	Sell	-26,170	Closed	-$753K	–	255
2015 Q1	$753K	Buy	+26,170	New	+$758K	0.46%	70

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

Bison Wealth's HYMB Position: Q4 2023 in Review

Bison Wealth sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2023, closing a stake of 15,782 shares — an estimated $376K sold.

Bison Wealth first reported a position in HYMB in Q1 2015 and held it in 8 quarters. The position peaked at $1.05M in Q2 2016. 334 funds tracked by Wall St. Rank hold HYMB as of Q4 2023.

Bison Wealth reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Bison Wealth sold 15,782 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2023, an estimated $376K.
Bison Wealth first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2015 and held it in 8 quarters.
Bison Wealth's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.05M in Q2 2016.
334 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2023.

Based on Bison Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.