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

Carroll Financial Associates’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	$48K	Buy	1,620 +728	+82%	+$21.8K	﹤0.01%	736
2021 Q3	$26K	Buy	892 +542	+155%	+$16.5K	﹤0.01%	927
2021 Q2	$10K	Hold	350	–	–	﹤0.01%	1285
2021 Q1	$10K	Hold	350	–	–	﹤0.01%	1207
2020 Q4	$10K	Hold	350	–	–	﹤0.01%	1108
2020 Q3	$9K	Hold	350	–	–	﹤0.01%	1064
2020 Q2	$9K	Hold	350	–	–	﹤0.01%	1058
2020 Q1	$9K	Hold	350	–	–	﹤0.01%	975
2019 Q4	$10K	Buy	+350	New	+$10.3K	﹤0.01%	1060

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

Carroll Financial Associates's HYMB Position: Q4 2021 in Review

Carroll Financial Associates increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 82% in Q4 2021, buying an estimated $21.8K and bringing the position to 1,620 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Carroll Financial Associates first reported a position in HYMB in Q4 2019 and has held it in 9 quarters since. 253 funds tracked by Wall St. Rank hold HYMB as of Q4 2021.

Carroll Financial Associates held 1,620 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $48K as of Q4 2021.
Carroll Financial Associates bought 728 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2021, an estimated $21.8K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #736 holding.
Carroll Financial Associates first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and has held it in 9 quarters since.
253 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.