Mariner Independent Advisor Network’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Mariner Independent Advisor Network’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
2022 Q2	–	Sell	-22,446	Closed	-$618K	–	563
2022 Q1	$618K	Sell	22,446 -3,756	-14%	-$108K	0.02%	420
2021 Q4	$787K	Buy	26,202 +2,816	+12%	+$84.2K	0.04%	358
2021 Q3	$701K	Buy	23,386 +1,426	+6%	+$43.3K	0.03%	369
2021 Q2	$668K	Buy	+21,960	New	+$660K	0.03%	391
2021 Q1	–	Sell	-20,576	Closed	-$607K	–	440
2020 Q4	$607K	Buy	+20,576	New	+$593K	0.03%	335

Other funds holding HYMB

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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

UCFA

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

Mariner Independent Advisor Network's HYMB Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2022, closing a stake of 22,446 shares — an estimated $618K sold.

Mariner Independent Advisor Network first reported a position in HYMB in Q4 2020 and held it in 5 quarters. The position peaked at $787K in Q4 2021. 257 funds tracked by Wall St. Rank hold HYMB as of Q2 2022.

Mariner Independent Advisor Network reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 22,446 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2022, an estimated $618K.
Mariner Independent Advisor Network first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2020 and held it in 5 quarters.
Mariner Independent Advisor Network's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $787K in Q4 2021.
257 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.