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

Personal Wealth Partners’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
2021 Q3	–	Sell	-1,400	Closed	-$43K	–	211
2021 Q2	$43K	Buy	+1,400	New	+$42.1K	0.02%	159
2020 Q1	–	Sell	-1,400	Closed	-$41K	–	293
2019 Q4	$41K	Hold	1,400	–	–	0.02%	155
2019 Q3	$42K	Buy	+1,400	New	+$41.3K	0.02%	154

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 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

EWA

ERTS Wealth Advisors Marquette, Michigan $314M AUM 10.65% 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

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

Personal Wealth Partners's HYMB Position: Q3 2021 in Review

Personal Wealth Partners sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2021, closing a stake of 1,400 shares — an estimated $43K sold.

Personal Wealth Partners first reported a position in HYMB in Q3 2019 and held it in 3 quarters. The position peaked at $43K in Q2 2021. 218 funds tracked by Wall St. Rank hold HYMB as of Q3 2021.

Personal Wealth Partners reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,400 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2021, an estimated $43K.
Personal Wealth Partners first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2019 and held it in 3 quarters.
Personal Wealth Partners's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $43K in Q2 2021.
218 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.