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

Econ Financial 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
2023 Q3	–	Sell	-20,942	Closed	-$524K	–	79
2023 Q2	$524K	Sell	20,942 -59	-0.3%	-$1.47K	0.37%	69
2023 Q1	$526K	Sell	21,001 -963	-4%	-$24.1K	0.4%	70
2022 Q4	$538K	Buy	+21,964	New	+$535K	0.55%	40
2022 Q2	–	Sell	-800	Closed	-$22K	–	113
2022 Q1	$22K	Sell	800 -30,578	-97%	-$880K	0.02%	84
2021 Q4	$943K	Buy	+31,378	New	+$938K	0.7%	41

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Econ Financial Services's HYMB Position: Q3 2023 in Review

Econ Financial Services sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2023, closing a stake of 20,942 shares — an estimated $524K sold.

Econ Financial Services first reported a position in HYMB in Q4 2021 and held it in 5 quarters. The position peaked at $943K in Q4 2021. 282 funds tracked by Wall St. Rank hold HYMB as of Q3 2023.

Econ Financial Services reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Econ Financial Services sold 20,942 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2023, an estimated $524K.
Econ Financial Services first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and held it in 5 quarters.
Econ Financial Services's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $943K in Q4 2021.
282 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.