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

Arbor Wealth 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
2018 Q4	–	Sell	-13,296	Closed	-$374K	–	195
2018 Q3	$374K	Buy	13,296 +16	+0.1%	+$452	0.29%	47
2018 Q2	$375K	Buy	13,280 +286	+2%	+$8.01K	0.29%	50
2018 Q1	$363K	Sell	12,994 -2,128	-14%	-$59K	0.31%	50
2017 Q4	$420K	Buy	15,122 +872	+6%	+$24.3K	0.32%	55
2017 Q3	$396K	Hold	14,250	–	–	0.34%	52
2017 Q2	$407K	Hold	14,250	–	–	0.39%	45
2017 Q1	$404K	Sell	14,250 -1,000	-7%	-$28.2K	0.36%	50
2016 Q4	$430	Hold	15,250	–	–	0.34%	53
2016 Q3	$446K	Hold	15,250	–	–	0.38%	56
2016 Q2	$452K	Hold	15,250	–	–	0.43%	50
2016 Q1	$444K	Hold	15,250	–	–	0.46%	51
2015 Q4	$436K	Buy	+15,250	New	+$432K	0.48%	56

Other funds holding HYMB

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

APP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Arbor Wealth Management's HYMB Position: Q4 2018 in Review

Arbor Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2018, closing a stake of 13,296 shares — an estimated $374K sold.

Arbor Wealth Management first reported a position in HYMB in Q4 2015 and held it in 12 quarters. The position peaked at $452K in Q2 2016. 134 funds tracked by Wall St. Rank hold HYMB as of Q4 2018.

Arbor Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
Arbor Wealth Management sold 13,296 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2018, an estimated $374K.
Arbor Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2015 and held it in 12 quarters.
Arbor Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $452K in Q2 2016.
134 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2018.

Based on Arbor Wealth Management's 13F filing for Q4 2018, filed 11 Mar 2019.