Planned Solutions’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Planned Solutions’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	-100	Closed	-$2.63K	–	342
2024 Q3	$2.63K	Buy	+100	New	+$2.59K	﹤0.01%	536
2024 Q1	–	Sell	-282	Closed	-$7.13K	–	286
2023 Q4	$7.13K	Buy	+282	New	+$6.81K	﹤0.01%	451
2021 Q1	–	Sell	-50	Closed	-$1K	–	213
2020 Q4	$1K	Sell	50 -74	-60%	-$2.13K	﹤0.01%	453
2020 Q3	$4K	Buy	+124	New	+$3.54K	﹤0.01%	288

Other funds holding HYMB

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Planned Solutions's HYMB Position: Q4 2024 in Review

Planned Solutions sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2024, closing a stake of 100 shares — an estimated $2.63K sold.

Planned Solutions first reported a position in HYMB in Q3 2020 and held it in 4 quarters. The position peaked at $7.13K in Q4 2023. 395 funds tracked by Wall St. Rank hold HYMB as of Q4 2024.

Planned Solutions reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 100 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2024, an estimated $2.63K.
Planned Solutions first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $7.13K in Q4 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 Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.