Householder Group Estate & Retirement Specialist’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-888	Closed	-$23K	–	823
2024 Q3	$23K	Sell	888 -1,120	-56%	-$29.1K	0.01%	658
2024 Q2	$51K	Hold	2,008	–	–	0.01%	472
2024 Q1	$51.6K	Hold	2,008	–	–	0.02%	467
2023 Q4	$50K	Sell	2,008 -2	-0.1%	-$48	0.02%	456
2023 Q3	$47.9K	Buy	+2,010	New	+$49.6K	0.02%	453
2023 Q1	$50K	Buy	+2,011	New	+$50.3K	0.02%	447
2022 Q4	–	Sell	-2,010	Closed	-$48K	–	659
2022 Q3	$48K	Buy	+2,010	New	+$51.6K	0.02%	405

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's HYMB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2024, closing a stake of 888 shares — an estimated $23K sold.

Householder Group Estate & Retirement Specialist first reported a position in HYMB in Q3 2022 and held it in 7 quarters. The position peaked at $51.6K in Q1 2024. 395 funds tracked by Wall St. Rank hold HYMB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 888 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2024, an estimated $23K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $51.6K in Q1 2024.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.