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

Carolinas Wealth Consulting’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
Q4 		– Sell
-788
Closed -$22K – 932
2020
Q3 		$22K Hold
788
– – 0.01% 380
2020
Q2 		$22K Buy
+788
New +$21.3K 0.01% 278

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Carolinas Wealth Consulting's HYMB Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2020, closing a stake of 788 shares — an estimated $22K sold.

Carolinas Wealth Consulting first reported a position in HYMB in Q2 2020 and held it in 2 quarters. The position peaked at $22K in Q3 2020. 182 funds tracked by Wall St. Rank hold HYMB as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 788 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2020, an estimated $22K.
  • Carolinas Wealth Consulting first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $22K in Q3 2020.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.