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

Steve Schonfeld’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	-49,417	Closed	-$1.26M	–	2203
2024 Q2	$1.26M	Sell	49,417 -76,614	-61%	-$1.95M	0.01%	1105
2024 Q1	$3.24M	Buy	126,031 +25,772	+26%	+$654K	0.02%	804
2023 Q4	$2.54M	Buy	+100,259	New	+$2.42M	0.02%	718
2023 Q3	–	Sell	-105,889	Closed	-$2.65M	–	1991
2023 Q2	$2.65M	Buy	+105,889	New	+$2.63M	0.02%	665

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Steve Schonfeld's HYMB Position: Q3 2024 in Review

Steve Schonfeld sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2024, closing a stake of 49,417 shares — an estimated $1.26M sold.

Steve Schonfeld first reported a position in HYMB in Q2 2023 and held it in 4 quarters. The position peaked at $3.24M in Q1 2024. 360 funds tracked by Wall St. Rank hold HYMB as of Q3 2024.

Steve Schonfeld reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Steve Schonfeld sold 49,417 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2024, an estimated $1.26M.
Steve Schonfeld first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2023 and held it in 4 quarters.
Steve Schonfeld's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $3.24M in Q1 2024.
360 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.