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Journey Strategic Wealth’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Journey Strategic Wealth’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
-15,064
Closed -$396K – 529
2024
Q3 		$396K Sell
15,064
-4,768
-24% -$124K 0.01% 261
2024
Q2 		$505K Sell
19,832
-5,743
-22% -$146K 0.02% 155
2024
Q1 		$657K Sell
25,575
-15,158
-37% -$385K 0.03% 105
2023
Q4 		$1.03M Sell
40,733
-6,154
-13% -$149K 0.05% 59
2023
Q3 		$1.12M Buy
+46,887
New +$1.16M 0.05% 53

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Journey Strategic Wealth's HYMB Position: Q4 2024 in Review

Journey Strategic Wealth sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2024, closing a stake of 15,064 shares — an estimated $396K sold.

Journey Strategic Wealth first reported a position in HYMB in Q3 2023 and held it in 5 quarters. The position peaked at $1.12M in Q3 2023. 395 funds tracked by Wall St. Rank hold HYMB as of Q4 2024.

  • Journey Strategic Wealth reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 15,064 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2024, an estimated $396K.
  • Journey Strategic Wealth first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2023 and held it in 5 quarters.
  • Journey Strategic Wealth's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.12M in Q3 2023.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2024.

Based on Journey Strategic Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.