Sage Advisory Services’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Sage Advisory Services’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	-183,045	Closed	-$4.66M	–	45
2024 Q3	$4.66M	Hold	183,045	–	–	1.31%	21
2024 Q2	$4.66M	Sell	183,045 -135,420	-43%	-$3.44M	1.31%	21
2024 Q1	$8.18M	Sell	318,465 -1,740	-0.5%	-$44.2K	2.23%	15
2023 Q4	$8.1M	Buy	320,205 +284,725	+802%	+$6.88M	2.17%	18
2023 Q3	$845K	Buy	35,480 +14,890	+72%	+$368K	0.24%	37
2023 Q2	$515K	Buy	+20,590	New	+$512K	0.15%	40

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

Sage Advisory Services's HYMB Position: Q4 2024 in Review

Sage Advisory Services sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2024, closing a stake of 183,045 shares — an estimated $4.66M sold.

Sage Advisory Services first reported a position in HYMB in Q2 2023 and held it in 6 quarters. The position peaked at $8.18M in Q1 2024. 395 funds tracked by Wall St. Rank hold HYMB as of Q4 2024.

Sage Advisory Services reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Sage Advisory Services sold 183,045 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2024, an estimated $4.66M.
Sage Advisory Services first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2023 and held it in 6 quarters.
Sage Advisory Services's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $8.18M in Q1 2024.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2024.

Based on Sage Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.