Integrated Wealth Management (Palm Desert)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$253K	Buy	8,936 +8	+0.1%	+$226	0.08%	209
2016 Q4	$250K	Buy	8,928 +3,008	+51%	+$85.6K	0.09%	196
2016 Q3	$176K	Buy	+5,920	New	+$176K	0.06%	244

Other funds holding HYMB

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

VCM

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HYMB Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.09% in Q1 2017, buying an estimated $226 and bringing the position to 8,936 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #209.

Integrated Wealth Management (Palm Desert) first reported a position in HYMB in Q3 2016 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold HYMB as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 8,936 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $253K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 8 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2017, an estimated $226.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.08% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #209 holding.
Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2016 and has held it in 3 quarters since.
105 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.