White Lighthouse Investment Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

White Lighthouse Investment Management’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 Q3	–	Sell	-9,000	Closed	-$229K	–	133
2024 Q2	$229K	Hold	9,000	–	–	0.04%	115
2024 Q1	$231K	Hold	9,000	–	–	0.05%	116
2023 Q4	$228K	Hold	9,000	–	–	0.05%	116
2023 Q3	$214K	Hold	9,000	–	–	0.05%	111
2023 Q2	$225K	Hold	9,000	–	–	0.05%	112
2023 Q1	$225K	Hold	9,000	–	–	0.06%	108
2022 Q4	$220K	Hold	9,000	–	–	0.06%	106
2022 Q3	$216K	Hold	9,000	–	–	0.06%	104
2022 Q2	$231K	Hold	9,000	–	–	0.07%	103
2022 Q1	$248K	Hold	9,000	–	–	0.06%	102
2021 Q4	$270K	Hold	9,000	–	–	0.07%	104
2021 Q3	$270K	Hold	9,000	–	–	0.07%	96
2021 Q2	$274K	Hold	9,000	–	–	0.08%	98
2021 Q1	$267K	Hold	9,000	–	–	0.08%	97
2020 Q4	$265K	Hold	9,000	–	–	0.08%	98
2020 Q3	$256K	Hold	9,000	–	–	0.09%	103
2020 Q2	$254K	Hold	9,000	–	–	0.09%	100
2020 Q1	$246K	Hold	9,000	–	–	0.1%	103
2019 Q4	$266K	Hold	9,000	–	–	0.1%	118
2019 Q3	$267K	Hold	9,000	–	–	0.11%	116
2019 Q2	$263K	Hold	9,000	–	–	0.11%	111
2019 Q1	$259K	Hold	9,000	–	–	0.12%	101
2018 Q4	$252K	Hold	9,000	–	–	0.14%	97
2018 Q3	$253K	Hold	9,000	–	–	0.13%	102
2018 Q2	$254K	Hold	9,000	–	–	0.14%	101
2018 Q1	$251K	Hold	9,000	–	–	0.14%	100
2017 Q4	$250K	Buy	+9,000	New	+$251K	0.14%	107

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

White Lighthouse Investment Management's HYMB Position: Q3 2024 in Review

White Lighthouse Investment Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2024, closing a stake of 9,000 shares — an estimated $229K sold.

White Lighthouse Investment Management first reported a position in HYMB in Q4 2017 and held it in 27 quarters. The position peaked at $274K in Q2 2021. 360 funds tracked by Wall St. Rank hold HYMB as of Q3 2024.

White Lighthouse Investment Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
White Lighthouse Investment Management sold 9,000 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2024, an estimated $229K.
White Lighthouse Investment Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2017 and held it in 27 quarters.
White Lighthouse Investment Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $274K in Q2 2021.
360 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2024.

Based on White Lighthouse Investment Management's 13F filing for Q3 2024, filed 30 Oct 2024.