Concourse Financial Group Securities’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-4,000	Closed	-$103K	–	960
2024 Q4	$103K	Hold	4,000	–	–	0.01%	934
2024 Q3	$105K	Hold	4,000	–	–	0.01%	924
2024 Q2	$102K	Buy	4,000 +1,000	+33%	+$25.4K	0.01%	933
2024 Q1	$77.1K	Hold	3,000	–	–	0.01%	1016
2023 Q4	$75.9K	Hold	3,000	–	–	0.01%	989
2023 Q3	$71.5K	Hold	3,000	–	–	0.01%	954
2023 Q2	$75K	Hold	3,000	–	–	0.01%	949
2023 Q1	$75.1K	Buy	+3,000	New	+$75K	0.01%	954
2020 Q3	–	Sell	-2,510	Closed	-$71.6K	–	2201
2020 Q2	$71K	Buy	+2,510	New	+$68K	0.01%	843

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Concourse Financial Group Securities's HYMB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2025, closing a stake of 4,000 shares — an estimated $103K sold.

Concourse Financial Group Securities first reported a position in HYMB in Q2 2020 and held it in 9 quarters. The position peaked at $105K in Q3 2024. 387 funds tracked by Wall St. Rank hold HYMB as of Q1 2025.

Concourse Financial Group Securities reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 4,000 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2025, an estimated $103K.
Concourse Financial Group Securities first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2020 and held it in 9 quarters.
Concourse Financial Group Securities's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $105K in Q3 2024.
387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.