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Cypress Wealth Services’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Cypress Wealth Services’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
Q4 		– Sell
-7,922
Closed -$208K – 289
2024
Q3 		$208K Sell
7,922
-72
-0.9% -$1.87K 0.04% 263
2024
Q2 		$203K Buy
7,994
+19
+0.2% +$483 0.05% 246
2024
Q1 		$205K Buy
7,975
+21
+0.3% +$533 0.05% 244
2023
Q4 		$201K Buy
+7,954
New +$192K 0.05% 233
2023
Q3 		– Sell
-8,910
Closed -$222K – 249
2023
Q2 		$222K Sell
8,910
-289
-3% -$7.19K 0.06% 217
2023
Q1 		$230K Sell
9,199
-2,743
-23% -$68.6K 0.07% 215
2022
Q4 		$292K Sell
11,942
-1,164
-9% -$28.4K 0.09% 185
2022
Q3 		$319K Sell
13,106
-78
-0.6% -$2K 0.11% 160
2022
Q2 		$339K Sell
13,184
-80
-0.6% -$2.09K 0.11% 156
2022
Q1 		$366K Buy
13,264
+22
+0.2% +$633 0.1% 154
2021
Q4 		$398K Buy
13,242
+48
+0.4% +$1.44K 0.11% 142
2021
Q3 		$396K Buy
13,194
+32
+0.2% +$972 0.12% 138
2021
Q2 		$400K Sell
13,162
-242
-2% -$7.27K 0.11% 163
2021
Q1 		$398K Buy
13,404
+12
+0.1% +$356 0.08% 179
2020
Q4 		$395K Buy
+13,392
New +$386K 0.09% 175
2020
Q3 		– Sell
-13,412
Closed -$382K – 358
2020
Q2 		$378K Buy
13,412
+6
+0% +$162 0.09% 175
2020
Q1 		$367K Sell
13,406
-644
-5% -$18.6K 0.11% 156
2019
Q4 		$414K Buy
14,050
+8
+0.1% +$236 0.1% 155
2019
Q3 		$417K Buy
14,042
+1,448
+11% +$42.7K 0.11% 147
2019
Q2 		$368K Buy
12,594
+138
+1% +$3.99K 0.11% 165
2019
Q1 		$358K Buy
12,456
+1,556
+14% +$43.7K 0.11% 157
2018
Q4 		$306K Buy
10,900
+1,440
+15% +$40K 0.12% 149
2018
Q3 		$266K Sell
9,460
-682
-7% -$19.3K 0.1% 179
2018
Q2 		$286K Sell
10,142
-632
-6% -$17.7K 0.11% 166
2018
Q1 		$300K Buy
10,774
+1,424
+15% +$39.5K 0.13% 139
2017
Q4 		$260K Buy
+9,350
New +$261K 0.11% 161

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cypress Wealth Services's HYMB Position: Q4 2024 in Review

Cypress Wealth Services sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2024, closing a stake of 7,922 shares — an estimated $208K sold.

Cypress Wealth Services first reported a position in HYMB in Q4 2017 and held it in 26 quarters. The position peaked at $417K in Q3 2019. 395 funds tracked by Wall St. Rank hold HYMB as of Q4 2024.

  • Cypress Wealth Services reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 7,922 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2024, an estimated $208K.
  • Cypress Wealth Services first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2017 and held it in 26 quarters.
  • Cypress Wealth Services's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $417K in Q3 2019.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2024.

Based on Cypress Wealth Services's 13F filing for Q4 2024, filed 15 Jan 2025.