KIG
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Kowal Investment Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-278
Closed -$8K – 482
2021
Q3 		$8K Buy
+278
New +$8.44K ﹤0.01% 550

Other funds holding HYMB

Fidelity Investments
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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kowal Investment Group's HYMB Position: Q4 2021 in Review

Kowal Investment Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2021, closing a stake of 278 shares — an estimated $8K sold.

Kowal Investment Group first reported a position in HYMB in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 253 funds tracked by Wall St. Rank hold HYMB as of Q4 2021.

  • Kowal Investment Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 278 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2021, an estimated $8K.
  • Kowal Investment Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $8K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.