BFG
HYMB icon

Bouchey Financial Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Bouchey Financial Group’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
Q2 		– Sell
-8,090
Closed -$225K – 69
2018
Q1 		$225K Sell
8,090
-67,052
-89% -$1.86M 0.06% 57
2017
Q4 		$2.09M Buy
75,142
+9,740
+15% +$272K 0.6% 28
2017
Q3 		$1.87M Buy
65,402
+450
+0.7% +$12.9K 0.58% 29
2017
Q2 		$1.85M Buy
64,952
+1,560
+2% +$44.5K 0.59% 30
2017
Q1 		$1.79M Sell
63,392
-19,584
-24% -$552K 0.62% 30
2016
Q4 		$2.32M Sell
82,976
-22,128
-21% -$630K 0.96% 25
2016
Q3 		$3.12M Sell
105,104
-3,080
-3% -$91.6K 1.22% 25
2016
Q2 		$3.23M Buy
108,184
+602
+0.6% +$17.6K 1.31% 23
2016
Q1 		$3.1M Buy
107,582
+380
+0.4% +$10.9K 1.31% 23
2015
Q4 		$3.06M Buy
107,202
+4,060
+4% +$115K 1.32% 23
2015
Q3 		$2.92M Buy
103,142
+360
+0.4% +$10K 1.4% 23
2015
Q2 		$2.85M Buy
102,782
+3,980
+4% +$113K 1.22% 25
2015
Q1 		$2.84M Sell
98,802
-1,120
-1% -$32.5K 1.28% 25
2014
Q4 		$2.88M Sell
99,922
-392
-0.4% -$11.2K 1.35% 26
2014
Q3 		$2.85M Buy
100,314
+18,050
+22% +$505K 1.44% 28
2014
Q2 		$2.32M Buy
82,264
+13,942
+20% +$388K 1.24% 31
2014
Q1 		$1.87M Buy
68,322
+3,750
+6% +$100K 1.13% 31
2013
Q4 		$1.7M Buy
+64,572
New +$1.67M 1.2% 30

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 $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bouchey Financial Group's HYMB Position: Q2 2018 in Review

Bouchey Financial Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2018, closing a stake of 8,090 shares — an estimated $225K sold.

Bouchey Financial Group first reported a position in HYMB in Q4 2013 and held it in 18 quarters. The position peaked at $3.23M in Q2 2016. 126 funds tracked by Wall St. Rank hold HYMB as of Q2 2018.

  • Bouchey Financial Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Bouchey Financial Group sold 8,090 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2018, an estimated $225K.
  • Bouchey Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2013 and held it in 18 quarters.
  • Bouchey Financial Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $3.23M in Q2 2016.
  • 126 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2018.

Based on Bouchey Financial Group's 13F filing for Q2 2018, filed 11 Jul 2018.