DCM Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

DCM Advisors’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	-7,800	Closed	-$234K	–	264
2021 Q3	$234K	Hold	7,800	–	–	0.09%	212
2021 Q2	$237K	Sell	7,800 -200	-3%	-$6.01K	0.13%	173
2021 Q1	$237K	Hold	8,000	–	–	0.14%	178
2020 Q4	$236K	Buy	+8,000	New	+$230K	0.14%	166

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

DCM Advisors's HYMB Position: Q4 2021 in Review

DCM Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2021, closing a stake of 7,800 shares — an estimated $234K sold.

DCM Advisors first reported a position in HYMB in Q4 2020 and held it in 4 quarters. The position peaked at $237K in Q2 2021. 253 funds tracked by Wall St. Rank hold HYMB as of Q4 2021.

DCM Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
DCM Advisors sold 7,800 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2021, an estimated $234K.
DCM Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2020 and held it in 4 quarters.
DCM Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $237K in Q2 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 DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.