Samalin Investment Counsel’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Samalin Investment Counsel’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 Q4	–	Sell	-10,826	Closed	-$259K	–	259
2022 Q3	$259K	Buy	10,826 +52	+0.5%	+$1.33K	0.19%	153
2022 Q2	$277K	Sell	10,774 -30	-0.3%	-$785	0.2%	156
2022 Q1	$298K	Sell	10,804 -1,356	-11%	-$39K	0.18%	169
2021 Q4	$365K	Buy	12,160 +524	+5%	+$15.7K	0.22%	145
2021 Q3	$349K	Buy	11,636 +54	+0.5%	+$1.64K	0.23%	151
2021 Q2	$352K	Sell	11,582 -142	-1%	-$4.26K	0.23%	156
2021 Q1	$347K	Buy	11,724 +1,428	+14%	+$42.4K	0.23%	148
2020 Q4	$304K	Buy	10,296 +64	+0.6%	+$1.84K	0.23%	155
2020 Q3	$291K	Buy	10,232 +48	+0.5%	+$1.37K	0.26%	126
2020 Q2	$287K	Buy	10,184 +52	+0.5%	+$1.41K	0.3%	107
2020 Q1	$277K	Sell	10,132 -1,398	-12%	-$40.4K	0.37%	85
2019 Q4	$340K	Buy	+11,530	New	+$340K	0.29%	101

Other funds holding HYMB

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Samalin Investment Counsel's HYMB Position: Q4 2022 in Review

Samalin Investment Counsel sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2022, closing a stake of 10,826 shares — an estimated $259K sold.

Samalin Investment Counsel first reported a position in HYMB in Q4 2019 and held it in 12 quarters. The position peaked at $365K in Q4 2021. 273 funds tracked by Wall St. Rank hold HYMB as of Q4 2022.

Samalin Investment Counsel reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Samalin Investment Counsel sold 10,826 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2022, an estimated $259K.
Samalin Investment Counsel first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and held it in 12 quarters.
Samalin Investment Counsel's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $365K in Q4 2021.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2022.

Based on Samalin Investment Counsel's 13F filing for Q4 2022, filed 10 Feb 2023.