Piershale Financial Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Piershale Financial 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
2021 Q3	–	Sell	-14,228	Closed	-$433K	–	34
2021 Q2	$433K	Buy	14,228 +552	+4%	+$16.6K	0.17%	22
2021 Q1	$406K	Buy	+13,676	New	+$406K	0.18%	22
2019 Q2	–	Sell	-8,794	Closed	-$253K	–	18
2019 Q1	$253K	Buy	8,794 +1,234	+16%	+$34.7K	0.15%	14
2018 Q4	$212K	Sell	7,560 -43,622	-85%	-$1.21M	0.13%	18
2018 Q3	$1.44M	Buy	+51,182	New	+$1.45M	0.7%	10
2016 Q2	–	Sell	-1,019,906	Closed	-$29.4M	–	148
2016 Q1	$29.4M	Buy	1,019,906 +1,019,500	+251,108%	+$29.1M	17.35%	2
2015 Q4	$12K	Buy	+406	New	+$11.5K	0.01%	104
2015 Q3	–	Sell	-620,900	Closed	-$17.2M	–	148
2015 Q2	$17.2M	Buy	620,900 +49,874	+9%	+$1.42M	12.95%	3
2015 Q1	$16.4M	Buy	+571,026	New	+$16.5M	13.03%	3
2014 Q1	–	Sell	-234	Closed	-$6K	–	157
2013 Q4	$6K	Sell	234 -6,622	-97%	-$171K	0.01%	81
2013 Q3	$179K	Buy	+6,856	New	+$175K	0.16%	27

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

Piershale Financial Group's HYMB Position: Q3 2021 in Review

Piershale Financial Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2021, closing a stake of 14,228 shares — an estimated $433K sold.

Piershale Financial Group first reported a position in HYMB in Q3 2013 and held it in 11 quarters. The position peaked at $29.4M in Q1 2016. 218 funds tracked by Wall St. Rank hold HYMB as of Q3 2021.

Piershale Financial Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Piershale Financial Group sold 14,228 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2021, an estimated $433K.
Piershale Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2013 and held it in 11 quarters.
Piershale Financial Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $29.4M in Q1 2016.
218 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2021.

Based on Piershale Financial Group's 13F filing for Q3 2021, filed 20 Oct 2021.