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

Sightline 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
2021 Q4	–	Sell	-7,174	Closed	-$215K	–	58
2021 Q3	$215K	Buy	7,174 +16	+0.2%	+$486	0.18%	47
2021 Q2	$218K	Sell	7,158 -600	-8%	-$18K	0.18%	48
2021 Q1	$230K	Sell	7,758 -210	-3%	-$6.24K	0.21%	46
2020 Q4	$235K	Buy	+7,968	New	+$229K	0.23%	48

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

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

UCFA

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

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

Sightline Wealth Advisors's HYMB Position: Q4 2021 in Review

Sightline Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2021, closing a stake of 7,174 shares — an estimated $215K sold.

Sightline Wealth Advisors first reported a position in HYMB in Q4 2020 and held it in 4 quarters. The position peaked at $235K in Q4 2020. 253 funds tracked by Wall St. Rank hold HYMB as of Q4 2021.

Sightline Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Sightline Wealth Advisors sold 7,174 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2021, an estimated $215K.
Sightline Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2020 and held it in 4 quarters.
Sightline Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $235K in Q4 2020.
253 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2021.

Based on Sightline Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.