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

Transform Wealth’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
Q2 		– Sell
-343,695
Closed -$8.83M – 220
2024
Q1 		$8.83M Buy
343,695
+72,214
+27% +$1.83M 0.84% 43
2023
Q4 		$6.87M Buy
+271,481
New +$6.56M 0.67% 52

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Transform Wealth's HYMB Position: Q2 2024 in Review

Transform Wealth sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2024, closing a stake of 343,695 shares — an estimated $8.83M sold.

Transform Wealth first reported a position in HYMB in Q4 2023 and held it in 2 quarters. The position peaked at $8.83M in Q1 2024. 351 funds tracked by Wall St. Rank hold HYMB as of Q2 2024.

  • Transform Wealth reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Transform Wealth sold 343,695 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2024, an estimated $8.83M.
  • Transform Wealth first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and held it in 2 quarters.
  • Transform Wealth's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $8.83M in Q1 2024.
  • 351 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2024.

Based on Transform Wealth's 13F filing for Q2 2024, filed 15 Jul 2024.