Steel Grove Capital Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Steel Grove Capital 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	-90,764	Closed	-$2.54M	–	180
2018 Q4	$2.54M	Buy	90,764 +82,490	+997%	+$2.29M	0.36%	82
2018 Q3	$233K	Buy	8,274 +8	+0.1%	+$226	0.03%	281
2018 Q2	$233K	Sell	8,266 -7,790	-49%	-$218K	0.04%	276
2018 Q1	$447K	Hold	16,056	–	–	0.07%	222
2017 Q4	$447K	Sell	16,056 -210,668	-93%	-$5.87M	0.07%	208
2017 Q3	$6.47M	Sell	226,724 -57,146	-20%	-$1.64M	1.17%	27
2017 Q2	$8.07M	Sell	283,870 -20,522	-7%	-$585K	1.43%	10
2017 Q1	$8.62M	Sell	304,392 -23,570	-7%	-$664K	1.52%	11
2016 Q4	$9.21M	Buy	+327,962	New	+$9.33M	1.84%	11

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

Steel Grove Capital Advisors's HYMB Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2019, closing a stake of 90,764 shares — an estimated $2.54M sold.

Steel Grove Capital Advisors first reported a position in HYMB in Q4 2016 and held it in 9 quarters. The position peaked at $9.21M in Q4 2016. 140 funds tracked by Wall St. Rank hold HYMB as of Q1 2019.

Steel Grove Capital 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.
Steel Grove Capital Advisors sold 90,764 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2019, an estimated $2.54M.
Steel Grove Capital Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2016 and held it in 9 quarters.
Steel Grove Capital Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $9.21M in Q4 2016.
140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.