IF
HYMB icon

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

Ironwood Financial’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
Q3 		$462K Sell
16,324
-682
-4% -$19K 0.23% 48
2015
Q2 		$471K Buy
17,006
+718
+4% +$20.4K 0.22% 47
2015
Q1 		$469K Sell
16,288
-1,086
-6% -$31.5K 0.23% 49
2014
Q4 		$501K Buy
+17,374
New +$496K 0.28% 47

Other funds holding HYMB

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Ironwood Financial's HYMB Position: Q3 2015 in Review

Ironwood Financial reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 4% in Q3 2015, selling an estimated $19K and leaving 16,324 shares worth $462K. The position accounts for 0.23% of the portfolio, ranked #48.

Ironwood Financial first reported a position in HYMB in Q4 2014 and has held it in 4 quarters since. The position peaked at $501K in Q4 2014. 61 funds tracked by Wall St. Rank hold HYMB as of Q3 2015.

  • Ironwood Financial held 16,324 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $462K as of Q3 2015.
  • Ironwood Financial sold 682 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2015, an estimated $19K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.23% of Ironwood Financial's portfolio in Q3 2015, its #48 holding.
  • Ironwood Financial first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2014 and has held it in 4 quarters since.
  • Ironwood Financial's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $501K in Q4 2014.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.