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

Disciplined Investments’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
2022 Q4	–	Sell	-4,696	Closed	-$113K	–	1665
2022 Q3	$113K	Buy	4,696 +42	+0.9%	+$1.08K	0.05%	150
2022 Q2	$120K	Buy	4,654 +40	+0.9%	+$1.05K	0.05%	151
2022 Q1	$127K	Buy	4,614 +22	+0.5%	+$633	0.05%	151
2021 Q4	$138K	Buy	4,592 +48	+1%	+$1.44K	0.06%	133
2021 Q3	$136K	Buy	4,544 +34	+0.8%	+$1.03K	0.07%	125
2021 Q2	$137K	Buy	4,510 +36	+0.8%	+$1.08K	0.07%	124
2021 Q1	$133K	Buy	4,474 +28	+0.6%	+$831	0.08%	116
2020 Q4	$131K	Buy	4,446 +52	+1%	+$1.5K	0.09%	100
2020 Q3	$125K	Sell	4,394 -1,934	-31%	-$55.1K	0.09%	112
2020 Q2	$178K	Buy	6,328 +1,512	+31%	+$40.9K	0.14%	97
2020 Q1	$132K	Buy	4,816 +16	+0.3%	+$462	0.13%	100
2019 Q4	$142K	Buy	+4,800	New	+$142K	0.12%	101

Other funds holding HYMB

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

UCFA

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

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

Disciplined Investments's HYMB Position: Q4 2022 in Review

Disciplined Investments sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2022, closing a stake of 4,696 shares — an estimated $113K sold.

Disciplined Investments first reported a position in HYMB in Q4 2019 and held it in 12 quarters. The position peaked at $178K in Q2 2020. 273 funds tracked by Wall St. Rank hold HYMB as of Q4 2022.

Disciplined Investments reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Disciplined Investments sold 4,696 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2022, an estimated $113K.
Disciplined Investments first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and held it in 12 quarters.
Disciplined Investments's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $178K in Q2 2020.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.