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

TrinityPoint 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
Q4 		$466K Buy
18,208
+6,982
+62% +$181K 0.07% 231
2024
Q3 		$295K Buy
11,226
+2,099
+23% +$54.5K 0.04% 263
2024
Q2 		$232K Sell
9,127
-3,213
-26% -$81.7K 0.04% 288
2024
Q1 		$317K Buy
+12,340
New +$313K 0.05% 242

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TrinityPoint Wealth's HYMB Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 62% in Q4 2024, buying an estimated $181K and bringing the position to 18,208 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #231.

TrinityPoint Wealth first reported a position in HYMB in Q1 2024 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold HYMB as of Q4 2024.

  • TrinityPoint Wealth held 18,208 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $466K as of Q4 2024.
  • TrinityPoint Wealth bought 6,982 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2024, an estimated $181K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.07% of TrinityPoint Wealth's portfolio in Q4 2024, its #231 holding.
  • TrinityPoint Wealth first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.