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D.B. Root & Company’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

D.B. Root & Company’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
Q2 		– Sell
-45,822
Closed -$1.18M – 190
2024
Q1 		$1.18M Buy
+45,822
New +$1.16M 0.4% 62

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

D.B. Root & Company's HYMB Position: Q2 2024 in Review

D.B. Root & Company sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2024, closing a stake of 45,822 shares — an estimated $1.18M sold.

D.B. Root & Company first reported a position in HYMB in Q1 2024 and held it in 1 quarter. The position peaked at $1.18M in Q1 2024. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

  • D.B. Root & Company reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • D.B. Root & Company sold 45,822 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2024, an estimated $1.18M.
  • D.B. Root & Company first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2024 and held it in 1 quarter.
  • D.B. Root & Company's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.18M in Q1 2024.
  • 351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

Based on D.B. Root & Company's 13F filing for Q2 2024, filed 15 Jul 2024.