Tarbox Family Office’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Tarbox Family Office’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
2018 Q3	–	Sell	-3,118	Closed	-$88K	–	622
2018 Q2	$88K	Hold	3,118	–	–	0.03%	128
2018 Q1	$87K	Hold	3,118	–	–	0.03%	129
2017 Q4	$87K	Sell	3,118 -1,076	-26%	-$30K	0.03%	136
2017 Q3	$120K	Hold	4,194	–	–	0.05%	106
2017 Q2	$119K	Hold	4,194	–	–	0.06%	102
2017 Q1	$119K	Hold	4,194	–	–	0.06%	89
2016 Q4	$117K	Hold	4,194	–	–	0.07%	73
2016 Q3	$124K	Sell	4,194 -2,082	-33%	-$61.9K	0.08%	69
2016 Q2	$188K	Sell	6,276 -5,168	-45%	-$151K	0.13%	50
2016 Q1	$330K	Buy	+11,444	New	+$327K	0.25%	37

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Tarbox Family Office's HYMB Position: Q3 2018 in Review

Tarbox Family Office sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2018, closing a stake of 3,118 shares — an estimated $88K sold.

Tarbox Family Office first reported a position in HYMB in Q1 2016 and held it in 10 quarters. The position peaked at $330K in Q1 2016. 125 funds tracked by Wall St. Rank hold HYMB as of Q3 2018.

Tarbox Family Office reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
Tarbox Family Office sold 3,118 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2018, an estimated $88K.
Tarbox Family Office first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2016 and held it in 10 quarters.
Tarbox Family Office's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $330K in Q1 2016.
125 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2018.

Based on Tarbox Family Office's 13F filing for Q3 2018, filed 29 Oct 2018.