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Bivin & Associates’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Bivin & Associates’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
Q2 		$2M Sell
77,690
-46,830
-38% -$1.23M 2.14% 14
2022
Q1 		$3.43M Sell
124,520
-4,288
-3% -$123K 3.13% 9
2021
Q4 		$3.87M Buy
+128,808
New +$3.85M 3.38% 9

Other funds holding HYMB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bivin & Associates's HYMB Position: Q2 2022 in Review

Bivin & Associates reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 38% in Q2 2022, selling an estimated $1.23M and leaving 77,690 shares worth $2M. The position accounts for 2.14% of the portfolio, ranked #14.

Bivin & Associates first reported a position in HYMB in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.87M in Q4 2021. 257 funds tracked by Wall St. Rank hold HYMB as of Q2 2022.

  • Bivin & Associates held 77,690 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $2M as of Q2 2022.
  • Bivin & Associates sold 46,830 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2022, an estimated $1.23M.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 2.14% of Bivin & Associates's portfolio in Q2 2022, its #14 holding.
  • Bivin & Associates first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $3.87M in Q4 2021.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.