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Blue Chip Partners’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Blue Chip Partners’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
Q3 		– Sell
-65,948
Closed -$1.65M – 182
2023
Q2 		$1.65M Sell
65,948
-8,755
-12% -$218K 0.19% 60
2023
Q1 		$1.87M Sell
74,703
-28,771
-28% -$719K 0.22% 57
2022
Q4 		$2.53M Sell
103,474
-360,378
-78% -$8.78M 0.32% 54
2022
Q3 		$11.1M Buy
463,852
+75,032
+19% +$1.93M 1.52% 28
2022
Q2 		$9.99M Buy
388,820
+367,114
+1,691% +$9.61M 1.27% 36
2022
Q1 		$599K Buy
21,706
+110
+0.5% +$3.17K 0.07% 86
2021
Q4 		$649K Buy
21,596
+226
+1% +$6.76K 0.08% 83
2021
Q3 		$641K Buy
21,370
+156
+0.7% +$4.74K 0.09% 79
2021
Q2 		$645K Buy
21,214
+174
+0.8% +$5.23K 0.09% 78
2021
Q1 		$624K Buy
21,040
+124
+0.6% +$3.68K 0.1% 76
2020
Q4 		$617K Buy
20,916
+50
+0.2% +$1.44K 0.1% 72
2020
Q3 		$593K Buy
20,866
+186
+0.9% +$5.3K 0.11% 68
2020
Q2 		$583K Buy
20,680
+202
+1% +$5.47K 0.11% 66
2020
Q1 		$560K Buy
20,478
+124
+0.6% +$3.58K 0.14% 65
2019
Q4 		$600K Buy
20,354
+254
+1% +$7.5K 0.11% 83
2019
Q3 		$597K Buy
20,100
+200
+1% +$5.89K 0.13% 78
2019
Q2 		$582K Hold
19,900
– – 0.13% 77
2019
Q1 		$572K Buy
19,900
+1,900
+11% +$53.4K 0.14% 79
2018
Q4 		$505K Buy
+18,000
New +$501K 0.13% 90

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $3.64B AUM 14.73% 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 $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blue Chip Partners's HYMB Position: Q3 2023 in Review

Blue Chip Partners sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2023, closing a stake of 65,948 shares — an estimated $1.65M sold.

Blue Chip Partners first reported a position in HYMB in Q4 2018 and held it in 19 quarters. The position peaked at $11.1M in Q3 2022. 282 funds tracked by Wall St. Rank hold HYMB as of Q3 2023.

  • Blue Chip Partners reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Blue Chip Partners sold 65,948 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2023, an estimated $1.65M.
  • Blue Chip Partners first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2018 and held it in 19 quarters.
  • Blue Chip Partners's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $11.1M in Q3 2022.
  • 282 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2023.

Based on Blue Chip Partners's 13F filing for Q3 2023, filed 30 Oct 2023.