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

GoalVest Advisory’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	-6,290	Closed	-$162K	–	357
2024 Q1	$162K	Buy	+6,290	New	+$160K	0.05%	118
2021 Q2	$26K	Hold	840	–	–	0.02%	172
2021 Q1	$25K	Sell	840 -138	-14%	-$4.1K	0.02%	143
2020 Q4	$29K	Buy	+978	New	+$28.2K	0.02%	142

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

GoalVest Advisory's HYMB Position: Q2 2024 in Review

GoalVest Advisory sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2024, closing a stake of 6,290 shares — an estimated $162K sold.

GoalVest Advisory first reported a position in HYMB in Q4 2020 and held it in 4 quarters. The position peaked at $162K in Q1 2024. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

GoalVest Advisory reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
GoalVest Advisory sold 6,290 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2024, an estimated $162K.
GoalVest Advisory first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2020 and held it in 4 quarters.
GoalVest Advisory's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $162K in Q1 2024.
351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.