Lodestar Private Asset Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Lodestar Private Asset Management’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 Q2	–	Sell	-11,290	Closed	-$290K	–	211
2024 Q1	$290K	Sell	11,290 -113	-1%	-$2.87K	0.04%	177
2023 Q4	$288K	Buy	11,403 +17	+0.1%	+$411	0.04%	173
2023 Q3	$271K	Sell	11,386 -4,116	-27%	-$102K	0.05%	164
2023 Q2	$388K	Sell	15,502 -1,381	-8%	-$34.4K	0.07%	144
2023 Q1	$423K	Sell	16,883 -461	-3%	-$11.5K	0.08%	134
2022 Q4	$425K	Buy	+17,344	New	+$422K	0.08%	131

Other funds holding HYMB

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

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

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

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

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

RJA

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lodestar Private Asset Management's HYMB Position: Q2 2024 in Review

Lodestar Private Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2024, closing a stake of 11,290 shares — an estimated $290K sold.

Lodestar Private Asset Management first reported a position in HYMB in Q4 2022 and held it in 6 quarters. The position peaked at $425K in Q4 2022. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

Lodestar Private Asset Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Lodestar Private Asset Management sold 11,290 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2024, an estimated $290K.
Lodestar Private Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 6 quarters.
Lodestar Private Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $425K in Q4 2022.
351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

Based on Lodestar Private Asset Management's 13F filing for Q2 2024, filed 30 Jul 2024.