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

Realta Investment 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 Q3	–	Sell	-129	Closed	-$3.27K	–	523
2024 Q2	$3.27K	Buy	129 +2	+2%	+$51	﹤0.01%	747
2024 Q1	$3.27K	Buy	+127	New	+$3.23K	﹤0.01%	767
2023 Q4	–	Sell	-123	Closed	-$3.08K	–	571
2023 Q3	$3.08K	Hold	123	–	–	﹤0.01%	745
2023 Q2	$3.08K	Buy	+123	New	+$3.06K	﹤0.01%	795
2023 Q1	–	Sell	-122	Closed	-$2.97K	–	581
2022 Q4	$2.97K	Buy	122 +2	+2%	+$49	﹤0.01%	799
2022 Q3	$3K	Buy	+120	New	+$3.08K	﹤0.01%	772
2020 Q1	–	Sell	-5,000	Closed	-$148K	–	785
2019 Q4	$148K	Buy	5,000 +2,200	+79%	+$64.9K	0.04%	403
2019 Q3	$83K	Buy	2,800 +2,400	+600%	+$70.7K	0.02%	542
2019 Q2	$12K	Buy	+400	New	+$11.6K	﹤0.01%	1083

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

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

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

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

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

APP

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

Realta Investment Advisors's HYMB Position: Q3 2024 in Review

Realta Investment Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2024, closing a stake of 129 shares — an estimated $3.27K sold.

Realta Investment Advisors first reported a position in HYMB in Q2 2019 and held it in 9 quarters. The position peaked at $148K in Q4 2019. 360 funds tracked by Wall St. Rank hold HYMB as of Q3 2024.

Realta Investment Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 129 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2024, an estimated $3.27K.
Realta Investment Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2019 and held it in 9 quarters.
Realta Investment Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $148K in Q4 2019.
360 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.