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SSC
Syverson Strege & Co’s
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
Stock Holding History
Syverson Strege & Co’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
2026
Q1
$681K
Buy
27,448
+698
+3%
+$17.5K
0.16%
57
2025
Q4
$667K
Buy
26,750
+774
+3%
+$19.4K
0.16%
60
2025
Q3
$648K
Buy
25,976
+656
+3%
+$16.1K
0.16%
60
2025
Q2
$627K
Buy
25,320
+787
+3%
+$19.4K
0.15%
61
2025
Q1
$619K
Sell
24,533
-917
-4%
-$23.5K
0.2%
36
2024
Q4
$651K
Buy
25,450
+468
+2%
+$12.1K
0.22%
38
2024
Q3
$656K
Buy
24,982
+36
+0.1%
+$934
0.22%
35
2024
Q2
$635K
Sell
24,946
-52
-0.2%
-$1.32K
0.22%
40
2024
Q1
$642K
Sell
24,998
-719
-3%
-$18.3K
0.23%
34
2023
Q4
$651K
Buy
25,717
+6,142
+31%
+$148K
0.25%
34
2023
Q3
$466K
Buy
19,575
+863
+5%
+$21.3K
0.21%
37
2023
Q2
$468K
Buy
18,712
+1,064
+6%
+$26.5K
0.2%
38
2023
Q1
$442K
Sell
17,648
-10,440
-37%
-$261K
0.19%
39
2022
Q4
$688K
Sell
28,088
-610
-2%
-$14.9K
0.31%
29
2022
Q3
$688K
Sell
28,698
-924,062
-97%
-$23.7M
0.35%
27
2022
Q2
$24.5M
Buy
952,760
+924,708
+3,296%
+$24.2M
9%
3
2022
Q1
$774K
Buy
28,052
+4,686
+20%
+$135K
0.84%
23
2021
Q4
$702K
Buy
23,366
+1,066
+5%
+$31.9K
0.52%
30
2021
Q3
$668K
Sell
22,300
-344
-2%
-$10.4K
0.53%
30
2021
Q2
$689K
Buy
22,644
+5,850
+35%
+$176K
0.61%
29
2021
Q1
$498K
Buy
16,794
+918
+6%
+$27.3K
0.52%
33
2020
Q4
$468K
Buy
+15,876
New
+$457K
0.45%
32
Other funds holding HYMB
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
APP
Avantax Planning Partners
Dubuque, Iowa
$3.64B AUM
14.73%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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