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

Estate Counselors’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 Q2	–	Sell	-1,100	Closed	-$33K	–	169
2021 Q1	$33K	Sell	1,100 -2,100	-66%	-$62.3K	﹤0.01%	159
2020 Q4	$94K	Sell	3,200 -4,680	-59%	-$135K	0.01%	108
2020 Q3	$224K	Sell	7,880 -60	-0.8%	-$1.71K	0.03%	115
2020 Q2	$223K	Buy	+7,940	New	+$215K	0.04%	121
2019 Q2	–	Sell	-7,900	Closed	-$227K	–	68
2019 Q1	$227K	Buy	+7,900	New	+$222K	0.04%	63

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

Jane Street New York $777B AUM 61.18% 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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Estate Counselors's HYMB Position: Q2 2021 in Review

Estate Counselors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2021, closing a stake of 1,100 shares — an estimated $33K sold.

Estate Counselors first reported a position in HYMB in Q1 2019 and held it in 5 quarters. The position peaked at $227K in Q1 2019. 225 funds tracked by Wall St. Rank hold HYMB as of Q2 2021.

Estate Counselors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
Estate Counselors sold 1,100 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2021, an estimated $33K.
Estate Counselors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2019 and held it in 5 quarters.
Estate Counselors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $227K in Q1 2019.
225 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2021.

Based on Estate Counselors's 13F filing for Q2 2021, filed 3 Aug 2021.