Gradient Capital Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Gradient Capital Advisors’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 Q3	–	Sell	-15,788	Closed	-$395K	–	138
2023 Q2	$395K	Hold	15,788	–	–	0.16%	96
2023 Q1	$395K	Hold	15,788	–	–	0.17%	94
2022 Q4	$387K	Hold	15,788	–	–	0.18%	91
2022 Q3	$378K	Sell	15,788 -3,852	-20%	-$98.9K	0.18%	89
2022 Q2	$505K	Hold	19,640	–	–	0.24%	78
2022 Q1	$542K	Hold	19,640	–	–	0.23%	80
2021 Q4	$590K	Hold	19,640	–	–	0.25%	76
2021 Q3	$589K	Hold	19,640	–	–	0.27%	71
2021 Q2	$597K	Hold	19,640	–	–	0.28%	70
2021 Q1	$583K	Hold	19,640	–	–	0.31%	67
2020 Q4	$579K	Hold	19,640	–	–	0.33%	62
2020 Q3	$558K	Hold	19,640	–	–	0.35%	62
2020 Q2	$553K	Hold	19,640	–	–	0.37%	58
2020 Q1	$537K	Hold	19,640	–	–	0.43%	53
2019 Q4	$579K	Hold	19,640	–	–	0.4%	54
2019 Q3	$583K	Hold	19,640	–	–	0.44%	50
2019 Q2	$574K	Hold	19,640	–	–	0.44%	49
2019 Q1	$564K	Hold	19,640	–	–	0.45%	47
2018 Q4	$551K	Hold	19,640	–	–	0.48%	46
2018 Q3	$553K	Hold	19,640	–	–	0.47%	49
2018 Q2	$555K	Hold	19,640	–	–	0.52%	40
2018 Q1	$547K	Hold	19,640	–	–	0.55%	38
2017 Q4	$547K	Buy	+19,640	New	+$548K	0.56%	37

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APP

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Gradient Capital Advisors's HYMB Position: Q3 2023 in Review

Gradient Capital Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2023, closing a stake of 15,788 shares — an estimated $395K sold.

Gradient Capital Advisors first reported a position in HYMB in Q4 2017 and held it in 23 quarters. The position peaked at $597K in Q2 2021. 282 funds tracked by Wall St. Rank hold HYMB as of Q3 2023.

Gradient Capital Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Gradient Capital Advisors sold 15,788 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2023, an estimated $395K.
Gradient Capital Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2017 and held it in 23 quarters.
Gradient Capital Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $597K in Q2 2021.
282 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2023.

Based on Gradient Capital Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.