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

Financial Connections Group’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 Q4	–	Sell	-7,956	Closed	-$189K	–	228
2023 Q3	$189K	Sell	7,956 -326	-4%	-$8.05K	0.23%	36
2023 Q2	$207K	Buy	8,282 +318	+4%	+$7.91K	0.14%	55
2023 Q1	$199K	Sell	7,964 -140	-2%	-$3.5K	0.14%	50
2022 Q4	$198K	Sell	8,104 -33,190	-80%	-$808K	0.16%	47
2022 Q3	$989K	Buy	41,294 +21,656	+110%	+$556K	0.83%	29
2022 Q2	$504K	Buy	19,638 +7,370	+60%	+$193K	0.44%	35
2022 Q1	$338K	Sell	12,268 -5,964	-33%	-$172K	0.34%	36
2021 Q4	$547K	Buy	+18,232	New	+$545K	0.54%	29

Other funds holding HYMB

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

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

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

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

APP

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

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

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

Financial Connections Group's HYMB Position: Q4 2023 in Review

Financial Connections Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2023, closing a stake of 7,956 shares — an estimated $189K sold.

Financial Connections Group first reported a position in HYMB in Q4 2021 and held it in 8 quarters. The position peaked at $989K in Q3 2022. 334 funds tracked by Wall St. Rank hold HYMB as of Q4 2023.

Financial Connections Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Financial Connections Group sold 7,956 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2023, an estimated $189K.
Financial Connections Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and held it in 8 quarters.
Financial Connections Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $989K in Q3 2022.
334 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2023.

Based on Financial Connections Group's 13F filing for Q4 2023, filed 26 Jan 2024.