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

Family Asset 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 Q3	$549K	Sell	20,898 -1,266	-6%	-$32.8K	0.33%	62
2024 Q2	$564K	Sell	22,164 -4,305	-16%	-$109K	0.36%	62
2024 Q1	$680K	Sell	26,469 -513	-2%	-$13K	0.42%	56
2023 Q4	$683K	Buy	26,982 +23,534	+683%	+$569K	0.46%	53
2023 Q3	$82.1K	Sell	3,448 -2,054	-37%	-$50.7K	0.06%	117
2023 Q2	$138K	Buy	5,502 +2,783	+102%	+$69.2K	0.09%	115
2023 Q1	$68.1K	Buy	+2,719	New	+$68K	0.05%	128

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

APP

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

Family Asset Management's HYMB Position: Q3 2024 in Review

Family Asset Management reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 5.7% in Q3 2024, selling an estimated $32.8K and leaving 20,898 shares worth $549K. The position accounts for 0.33% of the portfolio, ranked #62.

Family Asset Management first reported a position in HYMB in Q1 2023 and has held it in 7 quarters since. The position peaked at $683K in Q4 2023. 360 funds tracked by Wall St. Rank hold HYMB as of Q3 2024.

Family Asset Management held 20,898 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $549K as of Q3 2024.
Family Asset Management sold 1,266 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2024, an estimated $32.8K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.33% of Family Asset Management's portfolio in Q3 2024, its #62 holding.
Family Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2023 and has held it in 7 quarters since.
Family Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $683K in Q4 2023.
360 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.