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

Penobscot 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
2022 Q2	–	Sell	-8,326	Closed	-$230K	–	67
2022 Q1	$230K	Buy	8,326 +2	+0%	+$58	0.21%	55
2021 Q4	$250K	Buy	8,324 +2	+0%	+$60	0.21%	51
2021 Q3	$249K	Hold	8,322	–	–	0.23%	46
2021 Q2	$253K	Buy	+8,322	New	+$250K	0.24%	43

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 $3.64B AUM 14.73% 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 $374B AUM 17.66% 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

Penobscot Wealth Management's HYMB Position: Q2 2022 in Review

Penobscot Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2022, closing a stake of 8,326 shares — an estimated $230K sold.

Penobscot Wealth Management first reported a position in HYMB in Q2 2021 and held it in 4 quarters. The position peaked at $253K in Q2 2021. 257 funds tracked by Wall St. Rank hold HYMB as of Q2 2022.

Penobscot Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Penobscot Wealth Management sold 8,326 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2022, an estimated $230K.
Penobscot Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2021 and held it in 4 quarters.
Penobscot Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $253K in Q2 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 Penobscot Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.