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

Executive Wealth Management’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	-110,427	Closed	-$2.82M	–	174
2024 Q1	$2.82M	Buy	110,427 +3,716	+3%	+$94.3K	0.25%	89
2023 Q4	$2.7M	Buy	106,711 +12,776	+14%	+$309K	0.25%	82
2023 Q3	$2.24M	Buy	93,935 +7,800	+9%	+$193K	0.23%	87
2023 Q2	$2.15M	Buy	86,135 +12,494	+17%	+$311K	0.22%	83
2023 Q1	$1.84M	Buy	73,641 +4,649	+7%	+$116K	0.2%	92
2022 Q4	$1.69M	Buy	68,992 +65,654	+1,967%	+$1.6M	0.21%	86
2022 Q3	$1.67K	Sell	3,338 -65,166	-95%	-$1.67M	0.23%	84
2022 Q2	$1.76M	Sell	68,504 -6,914	-9%	-$181K	0.24%	82
2022 Q1	$2.08M	Sell	75,418 -49,806	-40%	-$1.43M	0.23%	87
2021 Q4	$3.76M	Buy	+125,224	New	+$3.74M	0.37%	76

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

Executive Wealth Management's HYMB Position: Q2 2024 in Review

Executive Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2024, closing a stake of 110,427 shares — an estimated $2.82M sold.

Executive Wealth Management first reported a position in HYMB in Q4 2021 and held it in 10 quarters. The position peaked at $3.76M in Q4 2021. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

Executive Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Executive Wealth Management sold 110,427 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2024, an estimated $2.82M.
Executive Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and held it in 10 quarters.
Executive Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $3.76M in Q4 2021.
351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

Based on Executive Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.