Level Four Advisory Services’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Level Four Advisory Services’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
2020 Q1	–	Sell	-7,296	Closed	-$215K	–	518
2019 Q4	$215K	Hold	7,296	–	–	0.01%	531
2019 Q3	$217K	Buy	7,296 +60	+0.8%	+$1.77K	0.02%	462
2019 Q2	$211K	Sell	7,236 -200	-3%	-$5.78K	0.02%	496
2019 Q1	$214K	Hold	7,436	–	–	0.02%	471
2018 Q4	$209K	Hold	7,436	–	–	0.03%	474
2018 Q3	$209K	Buy	+7,436	New	+$210K	0.02%	551
2018 Q2	–	Sell	-7,284	Closed	-$203K	–	618
2018 Q1	$203K	Hold	7,284	–	–	0.02%	503
2017 Q4	$203K	Buy	+7,284	New	+$203K	0.02%	516
2017 Q3	–	Sell	-7,960	Closed	-$225K	–	515
2017 Q2	$225K	Hold	7,960	–	–	0.03%	439
2017 Q1	$225K	Hold	7,960	–	–	0.02%	472
2016 Q4	$223K	Buy	+7,960	New	+$227K	0.03%	424

Other funds holding HYMB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

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

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

Level Four Advisory Services's HYMB Position: Q1 2020 in Review

Level Four Advisory Services sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2020, closing a stake of 7,296 shares — an estimated $215K sold.

Level Four Advisory Services first reported a position in HYMB in Q4 2016 and held it in 11 quarters. The position peaked at $225K in Q2 2017. 158 funds tracked by Wall St. Rank hold HYMB as of Q1 2020.

Level Four Advisory Services reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Level Four Advisory Services sold 7,296 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2020, an estimated $215K.
Level Four Advisory Services first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2016 and held it in 11 quarters.
Level Four Advisory Services's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $225K in Q2 2017.
158 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2020.

Based on Level Four Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.