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

KilterHowling LLC’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
2023 Q3	–	Sell	-10,623	Closed	-$266K	–	49
2023 Q2	$266K	Sell	10,623 -1,084	-9%	-$27K	0.23%	41
2023 Q1	$293K	Buy	+11,707	New	+$293K	0.29%	35
2022 Q4	–	Sell	-9,850	Closed	-$236K	–	46
2022 Q3	$236K	Sell	9,850 -298	-3%	-$7.65K	0.28%	36
2022 Q2	$261K	Sell	10,148 -1,496	-13%	-$39.2K	0.29%	40
2022 Q1	$321K	Sell	11,644 -538	-4%	-$15.5K	0.33%	35
2021 Q4	$366K	Buy	+12,182	New	+$364K	0.33%	33

Other funds holding HYMB

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

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

KilterHowling LLC's HYMB Position: Q3 2023 in Review

KilterHowling LLC sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2023, closing a stake of 10,623 shares — an estimated $266K sold.

KilterHowling LLC first reported a position in HYMB in Q4 2021 and held it in 6 quarters. The position peaked at $366K in Q4 2021. 282 funds tracked by Wall St. Rank hold HYMB as of Q3 2023.

KilterHowling LLC reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
KilterHowling LLC sold 10,623 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2023, an estimated $266K.
KilterHowling LLC first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and held it in 6 quarters.
KilterHowling LLC's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $366K in Q4 2021.
282 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2023.

Based on KilterHowling LLC's 13F filing for Q3 2023, filed 8 Nov 2023.