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

ERn Financial LLC’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
Q1 		– Sell
-11,872
Closed -$350K – 72
2019
Q4 		$350K Buy
11,872
+1,084
+10% +$32K 0.2% 48
2019
Q3 		$320K Hold
10,788
– – 0.23% 40
2019
Q2 		$315K Buy
+10,788
New +$312K 0.24% 42

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ERn Financial LLC's HYMB Position: Q1 2020 in Review

ERn Financial LLC sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2020, closing a stake of 11,872 shares — an estimated $350K sold.

ERn Financial LLC first reported a position in HYMB in Q2 2019 and held it in 3 quarters. The position peaked at $350K in Q4 2019. 158 funds tracked by Wall St. Rank hold HYMB as of Q1 2020.

  • ERn Financial LLC reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
  • ERn Financial LLC sold 11,872 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2020, an estimated $350K.
  • ERn Financial LLC first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2019 and held it in 3 quarters.
  • ERn Financial LLC's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $350K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2020.

Based on ERn Financial LLC's 13F filing for Q1 2020, filed 11 May 2020.