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

Pacific Capital 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
Q1 		– Sell
-3,684
Closed -$93.2K – 523
2023
Q4 		$93.2K Buy
+3,684
New +$89K 0.02% 101
2023
Q2 		– Sell
-10,953
Closed -$274K – 71
2023
Q1 		$274K Buy
10,953
+47
+0.4% +$1.18K 0.07% 71
2022
Q4 		$267K Sell
10,906
-13,266
-55% -$323K 0.07% 75
2022
Q3 		$579K Buy
24,172
+62
+0.3% +$1.59K 0.16% 57
2022
Q2 		$619K Sell
24,110
-37,440
-61% -$980K 0.17% 58
2022
Q1 		$1.7M Buy
61,550
+36
+0.1% +$1.04K 0.49% 43
2021
Q4 		$1.85M Buy
61,514
+72
+0.1% +$2.15K 0.53% 43
2021
Q3 		$1.84M Buy
61,442
+50
+0.1% +$1.52K 0.59% 42
2021
Q2 		$1.87M Buy
61,392
+56
+0.1% +$1.68K 0.94% 33
2021
Q1 		$1.82M Buy
61,336
+40
+0.1% +$1.19K 1.01% 31
2020
Q4 		$1.81M Buy
61,296
+44,382
+262% +$1.28M 1.03% 28
2020
Q3 		$481K Buy
16,914
+5,318
+46% +$152K 0.29% 49
2020
Q2 		$327K Sell
11,596
-9,620
-45% -$261K 0.22% 49
2020
Q1 		$580K Buy
21,216
+16
+0.1% +$462 0.44% 40
2019
Q4 		$625K Buy
+21,200
New +$626K 0.42% 41

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Pacific Capital Wealth Advisors's HYMB Position: Q1 2024 in Review

Pacific Capital Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2024, closing a stake of 3,684 shares — an estimated $93.2K sold.

Pacific Capital Wealth Advisors first reported a position in HYMB in Q4 2019 and held it in 15 quarters. The position peaked at $1.87M in Q2 2021. 353 funds tracked by Wall St. Rank hold HYMB as of Q1 2024.

  • Pacific Capital Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 3,684 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2024, an estimated $93.2K.
  • Pacific Capital Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and held it in 15 quarters.
  • Pacific Capital Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.87M in Q2 2021.
  • 353 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.