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Compass Ion Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Compass Ion Advisors’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
Q4 		– Sell
-13,495
Closed -$321K – 233
2023
Q3 		$321K Buy
+13,495
New +$333K 0.06% 170

Other funds holding HYMB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Compass Ion Advisors's HYMB Position: Q4 2023 in Review

Compass Ion Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2023, closing a stake of 13,495 shares — an estimated $321K sold.

Compass Ion Advisors first reported a position in HYMB in Q3 2023 and held it in 1 quarter. The position peaked at $321K in Q3 2023. 334 funds tracked by Wall St. Rank hold HYMB as of Q4 2023.

  • Compass Ion Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Compass Ion Advisors sold 13,495 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2023, an estimated $321K.
  • Compass Ion Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Compass Ion Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $321K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2023.

Based on Compass Ion Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.