LBA Wealth Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

LBA Wealth 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
2016 Q4	–	Sell	-220	Closed	-$7K	–	469
2016 Q3	$7K	Hold	220	–	–	﹤0.01%	346
2016 Q2	$7K	Hold	220	–	–	﹤0.01%	328
2016 Q1	$6K	Hold	220	–	–	﹤0.01%	335
2015 Q4	$6K	Hold	220	–	–	﹤0.01%	328
2015 Q3	$6K	Buy	+220	New	+$6.14K	﹤0.01%	278

Other funds holding HYMB

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

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

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

RJA

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

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

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

VCM

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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LBA Wealth Management's HYMB Position: Q4 2016 in Review

LBA Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2016, closing a stake of 220 shares — an estimated $7K sold.

LBA Wealth Management first reported a position in HYMB in Q3 2015 and held it in 5 quarters. The position peaked at $7K in Q3 2016. 104 funds tracked by Wall St. Rank hold HYMB as of Q4 2016.

LBA Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
LBA Wealth Management sold 220 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2016, an estimated $7K.
LBA Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2015 and held it in 5 quarters.
LBA Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $7K in Q3 2016.
104 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.