New England Investment & Retirement Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

New England Investment & Retirement 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
2019 Q3	–	Sell	-11,820	Closed	-$345K	–	65
2019 Q2	$345K	Sell	11,820 -2,974	-20%	-$86K	0.14%	53
2019 Q1	$425K	Sell	14,794 -5,200	-26%	-$146K	0.19%	50
2018 Q4	$561K	Hold	19,994	–	–	0.32%	30
2018 Q3	$563K	Sell	19,994 -8,686	-30%	-$245K	0.37%	37
2018 Q2	$810K	Hold	28,680	–	–	0.54%	27
2018 Q1	$799K	Hold	28,680	–	–	0.44%	32
2017 Q4	$798K	Hold	28,680	–	–	0.42%	33
2017 Q3	$819K	Hold	28,680	–	–	0.45%	32
2017 Q2	$815K	Sell	28,680 -1,406	-5%	-$40.1K	0.47%	30
2017 Q1	$852K	Buy	30,086 +10,464	+53%	+$295K	0.47%	34
2016 Q4	$549K	Buy	+19,622	New	+$558K	0.3%	48

Other funds holding HYMB

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

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

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

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

New England Investment & Retirement Group's HYMB Position: Q3 2019 in Review

New England Investment & Retirement Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2019, closing a stake of 11,820 shares — an estimated $345K sold.

New England Investment & Retirement Group first reported a position in HYMB in Q4 2016 and held it in 11 quarters. The position peaked at $852K in Q1 2017. 140 funds tracked by Wall St. Rank hold HYMB as of Q3 2019.

New England Investment & Retirement Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
New England Investment & Retirement Group sold 11,820 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2019, an estimated $345K.
New England Investment & Retirement Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2016 and held it in 11 quarters.
New England Investment & Retirement Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $852K in Q1 2017.
140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2019.

Based on New England Investment & Retirement Group's 13F filing for Q3 2019, filed 29 Oct 2019.