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

Carmichael Hill & 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
2024 Q3	$224K	Sell	8,525 -927	-10%	-$24.1K	0.08%	173
2024 Q2	$240K	Buy	9,452 +1,130	+14%	+$28.7K	0.09%	154
2024 Q1	$214K	Hold	8,322	–	–	0.08%	168
2023 Q4	$211K	Hold	8,322	–	–	0.09%	164
2023 Q3	$198K	Sell	8,322 -1,165	-12%	-$28.8K	0.09%	163
2023 Q2	$237K	Hold	9,487	–	–	0.11%	152
2023 Q1	$238K	Sell	9,487 -403	-4%	-$10.1K	0.11%	139
2022 Q4	$242K	Sell	9,890 -13,474	-58%	-$328K	0.12%	137
2022 Q3	$560K	Sell	23,364 -10,656	-31%	-$274K	0.3%	74
2022 Q2	$874K	Buy	34,020 +33,420	+5,570%	+$875K	0.46%	50
2022 Q1	$17K	Hold	600	–	–	0.01%	521
2021 Q4	$18K	Buy	600 +252	+72%	+$7.53K	0.01%	531
2021 Q3	$10K	Hold	348	–	–	0.01%	605
2021 Q2	$11K	Buy	+348	New	+$10.5K	0.01%	588

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

Carmichael Hill & Associates's HYMB Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 9.8% in Q3 2024, selling an estimated $24.1K and leaving 8,525 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #173.

Carmichael Hill & Associates first reported a position in HYMB in Q2 2021 and has held it in 14 quarters since. The position peaked at $874K in Q2 2022. 360 funds tracked by Wall St. Rank hold HYMB as of Q3 2024.

Carmichael Hill & Associates held 8,525 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $224K as of Q3 2024.
Carmichael Hill & Associates sold 927 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2024, an estimated $24.1K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.08% of Carmichael Hill & Associates's portfolio in Q3 2024, its #173 holding.
Carmichael Hill & Associates first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2021 and has held it in 14 quarters since.
Carmichael Hill & Associates's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $874K in Q2 2022.
360 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.