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

Blue Trust Inc’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
Q3 		– Sell
-2,987
Closed -$76.7K – 2945
2024
Q2 		$76.7K Hold
2,987
– – ﹤0.01% 1068
2024
Q1 		$76.7K Sell
2,987
-1,950
-39% -$49.5K ﹤0.01% 782
2023
Q4 		$118K Buy
+4,937
New +$119K ﹤0.01% 615
2023
Q3 		– Sell
-180
Closed -$5K – 2148
2023
Q2 		$5K Sell
180
-5,040
-97% -$125K ﹤0.01% 1531
2023
Q1 		$256K Buy
5,220
+1,054
+25% +$26.4K ﹤0.01% 467
2022
Q4 		$100K Buy
+4,166
New +$101K ﹤0.01% 667

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Blue Trust Inc's HYMB Position: Q3 2024 in Review

Blue Trust Inc sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2024, closing a stake of 2,987 shares — an estimated $76.7K sold.

Blue Trust Inc first reported a position in HYMB in Q4 2022 and held it in 6 quarters. The position peaked at $256K in Q1 2023. 360 funds tracked by Wall St. Rank hold HYMB as of Q3 2024.

  • Blue Trust Inc reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 2,987 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2024, an estimated $76.7K.
  • Blue Trust Inc first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 6 quarters.
  • Blue Trust Inc's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $256K in Q1 2023.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.