MWA
HYMB icon

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

Martel Wealth Advisors’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
-10,339
Closed -$270K – 72
2024
Q3 		$270K Hold
10,339
– – 0.06% 44
2024
Q2 		$263K Hold
10,339
– – 0.06% 41
2024
Q1 		$266K Hold
10,339
– – 0.06% 43
2023
Q4 		$262K Sell
10,339
-256
-2% -$6.19K 0.06% 46
2023
Q3 		$252K Buy
10,595
+825
+8% +$20.4K 0.06% 44
2023
Q2 		$244K Sell
9,770
-2,300
-19% -$57.2K 0.06% 49
2023
Q1 		$302K Sell
12,070
-268
-2% -$6.7K 0.08% 39
2022
Q4 		$302K Sell
12,338
-15,064
-55% -$367K 0.08% 39
2022
Q3 		$686K Sell
27,402
-2,322
-8% -$59.6K 0.2% 33
2022
Q2 		$752K Buy
29,724
+2,148
+8% +$56.2K 0.21% 31
2022
Q1 		$786K Buy
27,576
+8,644
+46% +$249K 0.19% 30
2021
Q4 		$558K Buy
18,932
+954
+5% +$28.5K 0.13% 33
2021
Q3 		$529K Sell
17,978
-110
-0.6% -$3.34K 0.13% 33
2021
Q2 		$531K Sell
18,088
-154
-0.8% -$4.63K 0.13% 34
2021
Q1 		$536K Buy
18,242
+530
+3% +$15.7K 0.15% 32
2020
Q4 		$520K Sell
17,712
-3,336
-16% -$96.1K 0.15% 34
2020
Q3 		$598K Sell
21,048
-86
-0.4% -$2.45K 0.19% 28
2020
Q2 		$596K Buy
21,134
+4,298
+26% +$116K 0.21% 27
2020
Q1 		$461K Buy
+16,836
New +$487K 0.18% 29
2019
Q1 		– Sell
-9,936
Closed -$279K – 38
2018
Q4 		$279K Buy
+9,936
New +$276K 0.11% 35

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Martel Wealth Advisors's HYMB Position: Q4 2024 in Review

Martel Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2024, closing a stake of 10,339 shares — an estimated $270K sold.

Martel Wealth Advisors first reported a position in HYMB in Q4 2018 and held it in 20 quarters. The position peaked at $786K in Q1 2022. 395 funds tracked by Wall St. Rank hold HYMB as of Q4 2024.

  • Martel Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Martel Wealth Advisors sold 10,339 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2024, an estimated $270K.
  • Martel Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2018 and held it in 20 quarters.
  • Martel Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $786K in Q1 2022.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2024.

Based on Martel Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.