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

Harborview Advisors’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 Q3	$202K	Buy	+6,744	New	+$205K	0.11%	102
2019 Q1	–	Sell	-15,202	Closed	-$426K	–	83
2018 Q4	$426K	Sell	15,202 -1,956	-11%	-$54.4K	0.5%	32
2018 Q3	$483K	Buy	17,158 +328	+2%	+$9.27K	0.49%	33
2018 Q2	$475K	Buy	16,830 +236	+1%	+$6.61K	0.44%	41
2018 Q1	$462K	Sell	16,594 -2,308	-12%	-$64K	0.44%	39
2017 Q4	$526K	Buy	+18,902	New	+$527K	0.5%	38

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

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

EWA

ERTS Wealth Advisors Marquette, Michigan $314M AUM 10.65% 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

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

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

Harborview Advisors's HYMB Position: Q3 2021 in Review

Harborview Advisors opened a new position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2021: 6,744 shares worth $202K. The stake represents 0.11% of the portfolio and ranks #102 among its holdings. This is a return to the name: Harborview Advisors previously reported a position in HYMB as recently as Q4 2018.

Harborview Advisors first reported a position in HYMB in Q4 2017 and has held it in 6 quarters since. The position peaked at $526K in Q4 2017. 218 funds tracked by Wall St. Rank hold HYMB as of Q3 2021.

Harborview Advisors held 6,744 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $202K as of Q3 2021.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF was a new Harborview Advisors position in Q3 2021.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.11% of Harborview Advisors's portfolio in Q3 2021, its #102 holding.
Harborview Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2017 and has held it in 6 quarters since.
Harborview Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $526K in Q4 2017.
218 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.