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

Sugarloaf Wealth Management’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 Q1	–	Sell	-810	Closed	-$24K	–	764
2020 Q4	$24K	Hold	810	–	–	0.01%	351
2020 Q3	$23K	Hold	810	–	–	0.01%	333
2020 Q2	$22K	Hold	810	–	–	0.01%	338
2020 Q1	$22K	Hold	810	–	–	0.01%	314
2019 Q4	$24K	Buy	+810	New	+$23.9K	0.01%	344

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

Jane Street New York $777B AUM 61.18% 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

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

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

Sugarloaf Wealth Management's HYMB Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2021, closing a stake of 810 shares — an estimated $24K sold.

Sugarloaf Wealth Management first reported a position in HYMB in Q4 2019 and held it in 5 quarters. The position peaked at $24K in Q4 2020. 206 funds tracked by Wall St. Rank hold HYMB as of Q1 2021.

Sugarloaf Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 810 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2021, an estimated $24K.
Sugarloaf Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and held it in 5 quarters.
Sugarloaf Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $24K in Q4 2020.
206 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.