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

GYL Financial Synergies’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 		$1.12M Sell
42,459
-375
-0.9% -$9.73K 0.08% 177
2024
Q2 		$1.09M Sell
42,834
-1,297
-3% -$33K 0.08% 176
2024
Q1 		$1.13M Sell
44,131
-34,862
-44% -$885K 0.09% 173
2023
Q4 		$2M Buy
78,993
+27,838
+54% +$673K 0.17% 124
2023
Q3 		$1.22M Buy
51,155
+18,133
+55% +$448K 0.12% 157
2023
Q2 		$826K Buy
33,022
+4,835
+17% +$120K 0.08% 192
2023
Q1 		$706K Sell
28,187
-70,887
-72% -$1.77M 0.08% 160
2022
Q4 		$2.43M Buy
99,074
+76,438
+338% +$1.86M 0.53% 35
2022
Q3 		$542K Buy
+22,636
New +$581K 0.15% 94
2020
Q1 		– Sell
-16,990
Closed -$501K – 162
2019
Q4 		$501K Buy
+16,990
New +$501K 0.22% 79

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
Envestnet Asset Management
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