Blue Bell Private Wealth Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Blue Bell Private Wealth 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
2024 Q2	–	Sell	-171	Closed	-$4.39K	–	724
2024 Q1	$4.39K	Buy	171 +141	+470%	+$3.58K	﹤0.01%	584
2023 Q4	$759	Hold	30	–	–	﹤0.01%	688
2023 Q3	$715	Hold	30	–	–	﹤0.01%	643
2023 Q2	$750	Hold	30	–	–	﹤0.01%	657
2023 Q1	$751	Hold	30	–	–	﹤0.01%	632
2022 Q4	$735	Hold	30	–	–	﹤0.01%	656
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	679
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	727
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	792
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	780
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	169
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	173
2021 Q1	$1K	Buy	+30	New	+$891	﹤0.01%	171

Other funds holding HYMB

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

APP

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

Blue Bell Private Wealth Management's HYMB Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2024, closing a stake of 171 shares — an estimated $4.39K sold.

Blue Bell Private Wealth Management first reported a position in HYMB in Q1 2021 and held it in 13 quarters. The position peaked at $4.39K in Q1 2024. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

Blue Bell Private Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 171 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2024, an estimated $4.39K.
Blue Bell Private Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2021 and held it in 13 quarters.
Blue Bell Private Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $4.39K in Q1 2024.
351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.