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

Financial Consulate’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
2019 Q2	–	Sell	-13,588	Closed	-$390K	–	102
2019 Q1	$390K	Sell	13,588 -266	-2%	-$7.47K	0.18%	73
2018 Q4	$388K	Sell	13,854 -30	-0.2%	-$834	0.23%	69
2018 Q3	$391K	Buy	13,884 +104	+0.8%	+$2.94K	0.22%	81
2018 Q2	$389K	Buy	13,780 +578	+4%	+$16.2K	0.2%	77
2018 Q1	$368K	Buy	+13,202	New	+$366K	0.19%	75

Other funds holding HYMB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Consulate's HYMB Position: Q2 2019 in Review

Financial Consulate sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2019, closing a stake of 13,588 shares — an estimated $390K sold.

Financial Consulate first reported a position in HYMB in Q1 2018 and held it in 5 quarters. The position peaked at $391K in Q3 2018. 148 funds tracked by Wall St. Rank hold HYMB as of Q2 2019.

Financial Consulate reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
Financial Consulate sold 13,588 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2019, an estimated $390K.
Financial Consulate first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2018 and held it in 5 quarters.
Financial Consulate's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $391K in Q3 2018.
148 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2019.

Based on Financial Consulate's 13F filing for Q2 2019, filed 24 Jul 2019.