Freedom Investment Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Freedom Investment Management’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
2015 Q1	–	Sell	-35,888	Closed	-$1.03M	–	643
2014 Q4	$1.03M	Sell	35,888 -926	-3%	-$26.4K	0.13%	117
2014 Q3	$1.05M	Sell	36,814 -648	-2%	-$18.1K	0.18%	87
2014 Q2	$1.05M	Sell	37,462 -4,286	-10%	-$119K	0.18%	90
2014 Q1	$1.14M	Buy	41,748 +12,848	+44%	+$343K	0.24%	60
2013 Q4	$738K	Buy	+28,900	New	+$748K	0.18%	93

Other funds holding HYMB

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

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

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

RJA

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Freedom Investment Management's HYMB Position: Q1 2015 in Review

Freedom Investment Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2015, closing a stake of 35,888 shares — an estimated $1.03M sold.

Freedom Investment Management first reported a position in HYMB in Q4 2013 and held it in 5 quarters. The position peaked at $1.14M in Q1 2014. 77 funds tracked by Wall St. Rank hold HYMB as of Q1 2015.

Freedom Investment Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2015 after selling out during the quarter.
Freedom Investment Management sold 35,888 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2015, an estimated $1.03M.
Freedom Investment Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2013 and held it in 5 quarters.
Freedom Investment Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.14M in Q1 2014.
77 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2015.

Based on Freedom Investment Management's 13F filing for Q1 2015, filed 14 May 2015.