VM
HYMB icon

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

Value Monitoring’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
2022
Q3 		– Sell
-5,128
Closed -$131K – 3
2022
Q2 		$131K Buy
+5,128
New +$134K 48.52% 2
2022
Q1 		– Sell
-20,054
Closed -$602K – 6
2021
Q4 		$602K Sell
20,054
-26,476
-57% -$791K 2.77% 3
2021
Q3 		$1.41M Sell
46,530
-79,520
-63% -$2.41M 24.75% 3
2021
Q2 		$3.83M Buy
126,050
+96,422
+325% +$2.9M 16.53% 3
2021
Q1 		$879K Sell
29,628
-42,168
-59% -$1.25M 5.9% 5
2020
Q4 		$2.12M Sell
71,796
-30,054
-30% -$865K 7.46% 3
2020
Q3 		$2.89M Sell
101,850
-48,806
-32% -$1.39M 27.85% 3
2020
Q2 		$4.25M Buy
+150,656
New +$4.08M 49.99% 2

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return