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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

GYL Financial Synergies's HYMB Position: Q3 2024 in Review

GYL Financial Synergies reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.88% in Q3 2024, selling an estimated $9.73K and leaving 42,459 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #177.

GYL Financial Synergies first reported a position in HYMB in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.43M in Q4 2022. 360 funds tracked by Wall St. Rank hold HYMB as of Q3 2024.

GYL Financial Synergies held 42,459 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $1.12M as of Q3 2024.
GYL Financial Synergies sold 375 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2024, an estimated $9.73K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.08% of GYL Financial Synergies's portfolio in Q3 2024, its #177 holding.
GYL Financial Synergies first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and has held it in 10 quarters since.
GYL Financial Synergies's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $2.43M in Q4 2022.
360 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.