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

Fairhaven 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 Q4	$215K	Sell	8,420 -225	-3%	-$5.83K	0.07%	107
2024 Q3	$227K	Buy	8,645 +636	+8%	+$16.5K	0.07%	105
2024 Q2	$204K	Hold	8,009	–	–	0.07%	108
2024 Q1	$206K	Hold	8,009	–	–	0.07%	114
2023 Q4	$203K	Buy	+8,009	New	+$194K	0.07%	103

Other funds holding HYMB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

Fairhaven Wealth Management's HYMB Position: Q4 2024 in Review

Fairhaven Wealth Management reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 2.6% in Q4 2024, selling an estimated $5.83K and leaving 8,420 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #107.

Fairhaven Wealth Management first reported a position in HYMB in Q4 2023 and has held it in 5 quarters since. The position peaked at $227K in Q3 2024. 395 funds tracked by Wall St. Rank hold HYMB as of Q4 2024.

Fairhaven Wealth Management held 8,420 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $215K as of Q4 2024.
Fairhaven Wealth Management sold 225 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2024, an estimated $5.83K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.07% of Fairhaven Wealth Management's portfolio in Q4 2024, its #107 holding.
Fairhaven Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and has held it in 5 quarters since.
Fairhaven Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $227K in Q3 2024.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.