Institutional & Family Asset Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Institutional & Family Asset 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
2019 Q4	–	Sell	-7,198	Closed	-$214K	–	871
2019 Q3	$214K	Sell	7,198 -4,486	-38%	-$132K	0.05%	153
2019 Q2	$341K	Hold	11,684	–	–	0.07%	135
2019 Q1	$336K	Buy	+11,684	New	+$328K	0.07%	141

Other funds holding HYMB

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

RJA

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

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

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

EWM

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

Institutional & Family Asset Management's HYMB Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2019, closing a stake of 7,198 shares — an estimated $214K sold.

Institutional & Family Asset Management first reported a position in HYMB in Q1 2019 and held it in 3 quarters. The position peaked at $341K in Q2 2019. 173 funds tracked by Wall St. Rank hold HYMB as of Q4 2019.

Institutional & Family Asset Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 7,198 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2019, an estimated $214K.
Institutional & Family Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2019 and held it in 3 quarters.
Institutional & Family Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $341K in Q2 2019.
173 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.