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

Baldrige Asset 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
2020 Q1	–	Sell	-14,122	Closed	-$417K	–	74
2019 Q4	$417K	Hold	14,122	–	–	0.34%	53
2019 Q3	$419K	Hold	14,122	–	–	0.37%	48
2019 Q2	$413K	Hold	14,122	–	–	0.38%	48
2019 Q1	$406K	Buy	+14,122	New	+$397K	0.4%	47

Other funds holding HYMB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

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

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

Baldrige Asset Management's HYMB Position: Q1 2020 in Review

Baldrige Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2020, closing a stake of 14,122 shares — an estimated $417K sold.

Baldrige Asset Management first reported a position in HYMB in Q1 2019 and held it in 4 quarters. The position peaked at $419K in Q3 2019. 158 funds tracked by Wall St. Rank hold HYMB as of Q1 2020.

Baldrige Asset Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Baldrige Asset Management sold 14,122 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2020, an estimated $417K.
Baldrige Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2019 and held it in 4 quarters.
Baldrige Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $419K in Q3 2019.
158 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2020.

Based on Baldrige Asset Management's 13F filing for Q1 2020, filed 14 Apr 2020.