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

Bruderman 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
2021 Q4	–	Sell	-13,302	Closed	-$399K	–	113
2021 Q3	$399K	Buy	+13,302	New	+$404K	0.1%	89
2021 Q2	–	Sell	-11,790	Closed	-$350K	–	98
2021 Q1	$350K	Sell	11,790 -1,070	-8%	-$31.8K	0.1%	89
2020 Q4	$379K	Buy	12,860 +2,232	+21%	+$64.3K	0.11%	83
2020 Q3	$302K	Sell	10,628 -756	-7%	-$21.6K	0.1%	82
2020 Q2	$320K	Buy	11,384 +126	+1%	+$3.41K	0.11%	81
2020 Q1	$295K	Buy	+11,258	New	+$325K	0.12%	76

Other funds holding HYMB

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Bruderman Asset Management's HYMB Position: Q4 2021 in Review

Bruderman Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2021, closing a stake of 13,302 shares — an estimated $399K sold.

Bruderman Asset Management first reported a position in HYMB in Q1 2020 and held it in 6 quarters. The position peaked at $399K in Q3 2021. 253 funds tracked by Wall St. Rank hold HYMB as of Q4 2021.

Bruderman Asset Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Bruderman Asset Management sold 13,302 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2021, an estimated $399K.
Bruderman Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2020 and held it in 6 quarters.
Bruderman Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $399K in Q3 2021.
253 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2021.

Based on Bruderman Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.