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

ProVise Management 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
2020
Q2 		– Sell
-18,760
Closed -$513K – 281
2020
Q1 		$513K Sell
18,760
-45,884
-71% -$1.33M 0.09% 171
2019
Q4 		$1.91M Buy
64,644
+3,956
+7% +$117K 0.23% 112
2019
Q3 		$1.8M Sell
60,688
-3,498
-5% -$103K 0.24% 113
2019
Q2 		$1.88M Buy
64,186
+17,522
+38% +$506K 0.25% 110
2019
Q1 		$1.34M Buy
46,664
+13,550
+41% +$381K 0.19% 129
2018
Q4 		$929K Buy
33,114
+6,004
+22% +$167K 0.15% 140
2018
Q3 		$763K Sell
27,110
-8,610
-24% -$243K 0.1% 172
2018
Q2 		$1.01K Buy
35,720
+19,936
+126% +$559K 0.08% 161
2018
Q1 		$440K Sell
15,784
-12,818
-45% -$356K 0.06% 215
2017
Q4 		$796K Sell
28,602
-14,110
-33% -$393K 0.11% 159
2017
Q3 		$1.22M Sell
42,712
-2,360
-5% -$67.6K 0.18% 133
2017
Q2 		$1.28M Buy
+45,072
New +$1.28M 0.19% 130
2016
Q4 		– Sell
-6,790
Closed -$202K – 329
2016
Q3 		$202K Buy
+6,790
New +$202K 0.04% 306

Other funds holding HYMB

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Fidelity Investments
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

ProVise Management Group's HYMB Position: Q2 2020 in Review

ProVise Management Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2020, closing a stake of 18,760 shares — an estimated $513K sold.

ProVise Management Group first reported a position in HYMB in Q3 2016 and held it in 13 quarters. The position peaked at $1.91M in Q4 2019. 165 funds tracked by Wall St. Rank hold HYMB as of Q2 2020.

  • ProVise Management Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
  • ProVise Management Group sold 18,760 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2020, an estimated $513K.
  • ProVise Management Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2016 and held it in 13 quarters.
  • ProVise Management Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.91M in Q4 2019.
  • 165 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2020.

Based on ProVise Management Group's 13F filing for Q2 2020, filed 7 Aug 2020.