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

River Wealth Advisors’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 Q1	–	Sell	-700	Closed	-$20K	–	300
2018 Q4	$20K	Hold	700	–	–	0.01%	337
2018 Q3	$20K	Hold	700	–	–	0.01%	377
2018 Q2	$20K	Buy	+700	New	+$19.6K	0.01%	355

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

CFG

CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

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

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

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

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

EWM

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

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

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

River Wealth Advisors's HYMB Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2019, closing a stake of 700 shares — an estimated $20K sold.

River Wealth Advisors first reported a position in HYMB in Q2 2018 and held it in 3 quarters. The position peaked at $20K in Q4 2018. 140 funds tracked by Wall St. Rank hold HYMB as of Q1 2019.

River Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 700 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2019, an estimated $20K.
River Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $20K in Q4 2018.
140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.