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

TRUE Private Wealth Advisors’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
Q1 		– Sell
-9,150
Closed -$231K – 294
2023
Q4 		$231K Sell
9,150
-8,778
-49% -$212K 0.03% 256
2023
Q3 		$427K Buy
+17,928
New +$443K 0.06% 160

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TRUE Private Wealth Advisors's HYMB Position: Q1 2024 in Review

TRUE Private Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2024, closing a stake of 9,150 shares — an estimated $231K sold.

TRUE Private Wealth Advisors first reported a position in HYMB in Q3 2023 and held it in 2 quarters. The position peaked at $427K in Q3 2023. 353 funds tracked by Wall St. Rank hold HYMB as of Q1 2024.

  • TRUE Private Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 9,150 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2024, an estimated $231K.
  • TRUE Private Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2023 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $427K in Q3 2023.
  • 353 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.