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Steph & Co’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Steph & Co’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
-3,400
Closed -$93K – 247
2020
Q1 		$93K Buy
3,400
+1,100
+48% +$31.8K 0.11% 106
2019
Q4 		$68K Buy
+2,300
New +$67.9K 0.06% 163

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

Steph & Co's HYMB Position: Q2 2020 in Review

Steph & Co sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2020, closing a stake of 3,400 shares — an estimated $93K sold.

Steph & Co first reported a position in HYMB in Q4 2019 and held it in 2 quarters. The position peaked at $93K in Q1 2020. 165 funds tracked by Wall St. Rank hold HYMB as of Q2 2020.

  • Steph & Co reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Steph & Co sold 3,400 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2020, an estimated $93K.
  • Steph & Co first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and held it in 2 quarters.
  • Steph & Co's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $93K in Q1 2020.
  • 165 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2020.

Based on Steph & Co's 13F filing for Q2 2020, filed 15 Jul 2020.