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Lane & Associates’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Lane & Associates’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
-19,787
Closed -$495K – 107
2023
Q2 		$495K Sell
19,787
-5,426
-22% -$135K 0.39% 49
2023
Q1 		$631K Sell
25,213
-2,769
-10% -$69.2K 0.56% 40
2022
Q4 		$685K Buy
+27,982
New +$682K 0.65% 35

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lane & Associates's HYMB Position: Q3 2023 in Review

Lane & Associates sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2023, closing a stake of 19,787 shares — an estimated $495K sold.

Lane & Associates first reported a position in HYMB in Q4 2022 and held it in 3 quarters. The position peaked at $685K in Q4 2022. 282 funds tracked by Wall St. Rank hold HYMB as of Q3 2023.

  • Lane & Associates reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Lane & Associates sold 19,787 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2023, an estimated $495K.
  • Lane & Associates first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 3 quarters.
  • Lane & Associates's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $685K in Q4 2022.
  • 282 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2023.

Based on Lane & Associates's 13F filing for Q3 2023, filed 12 Apr 2024.