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Girard Partners’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Girard Partners’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
2022
Q4 		– Sell
-15,552
Closed -$372K – 263
2022
Q3 		$372K Sell
15,552
-17,124
-52% -$440K 0.05% 180
2022
Q2 		$839K Buy
32,676
+1,268
+4% +$33.2K 0.11% 135
2022
Q1 		$866K Sell
31,408
-3,536
-10% -$102K 0.09% 138
2021
Q4 		$1.05M Buy
34,944
+4,858
+16% +$145K 0.11% 129
2021
Q3 		$901K Buy
30,086
+872
+3% +$26.5K 0.11% 128
2021
Q2 		$888K Buy
29,214
+1,784
+7% +$53.6K 0.11% 124
2021
Q1 		$813K Buy
27,430
+1,604
+6% +$47.6K 0.12% 123
2020
Q4 		$761K Buy
25,826
+6,440
+33% +$185K 0.12% 123
2020
Q3 		$551K Buy
19,386
+1,452
+8% +$41.4K 0.09% 135
2020
Q2 		$505K Buy
17,934
+2,002
+13% +$54.2K 0.09% 139
2020
Q1 		$435K Buy
15,932
+2,922
+22% +$84.5K 0.09% 148
2019
Q4 		$383K Buy
13,010
+1,692
+15% +$49.9K 0.06% 169
2019
Q3 		$335K Buy
11,318
+1,330
+13% +$39.2K 0.06% 174
2019
Q2 		$291K Buy
9,988
+1,268
+15% +$36.7K 0.05% 197
2019
Q1 		$250K Buy
8,720
+140
+2% +$3.93K 0.05% 214
2018
Q4 		$240K Buy
8,580
+432
+5% +$12K 0.05% 207
2018
Q3 		$229K Buy
8,148
+184
+2% +$5.2K 0.04% 231
2018
Q2 		$225K Buy
7,964
+424
+6% +$11.9K 0.04% 237
2018
Q1 		$210K Buy
+7,540
New +$209K 0.05% 229

Other funds holding HYMB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Girard Partners's HYMB Position: Q4 2022 in Review

Girard Partners sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2022, closing a stake of 15,552 shares — an estimated $372K sold.

Girard Partners first reported a position in HYMB in Q1 2018 and held it in 19 quarters. The position peaked at $1.05M in Q4 2021. 273 funds tracked by Wall St. Rank hold HYMB as of Q4 2022.

  • Girard Partners reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Girard Partners sold 15,552 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2022, an estimated $372K.
  • Girard Partners first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2018 and held it in 19 quarters.
  • Girard Partners's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.05M in Q4 2021.
  • 273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2022.

Based on Girard Partners's 13F filing for Q4 2022, filed 26 Jan 2023.