Black Diamond Financial’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Black Diamond Financial’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
2025 Q1	–	Sell	-9,320	Closed	-$238K	–	151
2024 Q4	$238K	Hold	9,320	–	–	0.04%	127
2024 Q3	$245K	Hold	9,320	–	–	0.04%	120
2024 Q2	$237K	Hold	9,320	–	–	0.05%	122
2024 Q1	$236K	Hold	9,320	–	–	0.06%	97
2023 Q4	$236K	Hold	9,320	–	–	0.06%	97
2023 Q3	$222K	Hold	9,320	–	–	0.07%	96
2023 Q2	$233K	Hold	9,320	–	–	0.07%	95
2023 Q1	$233K	Hold	9,320	–	–	0.08%	100
2022 Q4	$228K	Hold	9,320	–	–	0.08%	98
2022 Q3	$223K	Hold	9,320	–	–	0.09%	96
2022 Q2	$239K	Hold	9,320	–	–	0.09%	101
2022 Q1	$257K	Hold	9,320	–	–	0.08%	107
2021 Q4	$280K	Hold	9,320	–	–	0.09%	77
2021 Q3	$279K	Hold	9,320	–	–	0.13%	60
2021 Q2	$283K	Hold	9,320	–	–	0.11%	67
2021 Q1	$276K	Hold	9,320	–	–	0.12%	68
2020 Q4	$275K	Hold	9,320	–	–	0.13%	62
2020 Q3	$265K	Hold	9,320	–	–	0.15%	57
2020 Q2	$263K	Hold	9,320	–	–	0.17%	57
2020 Q1	$255K	Hold	9,320	–	–	0.19%	58
2019 Q4	$275K	Hold	9,320	–	–	0.2%	54
2019 Q3	$277K	Hold	9,320	–	–	0.2%	55
2019 Q2	$272K	Hold	9,320	–	–	0.23%	50
2019 Q1	$268K	Hold	9,320	–	–	0.24%	48
2018 Q4	$261K	Buy	+9,320	New	+$259K	0.21%	55

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

APP

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

Black Diamond Financial's HYMB Position: Q1 2025 in Review

Black Diamond Financial sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2025, closing a stake of 9,320 shares — an estimated $238K sold.

Black Diamond Financial first reported a position in HYMB in Q4 2018 and held it in 25 quarters. The position peaked at $283K in Q2 2021. 387 funds tracked by Wall St. Rank hold HYMB as of Q1 2025.

Black Diamond Financial reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Black Diamond Financial sold 9,320 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2025, an estimated $238K.
Black Diamond Financial first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2018 and held it in 25 quarters.
Black Diamond Financial's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $283K in Q2 2021.
387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2025.

Based on Black Diamond Financial's 13F filing for Q1 2025, filed 30 Apr 2025.