Archford Capital Strategies’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-200	Closed	-$6K	–	354
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	441
2019 Q1	$6K	Hold	200	–	–	﹤0.01%	417
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	395
2018 Q3	$6K	Hold	200	–	–	﹤0.01%	435
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	450
2018 Q1	$6K	Buy	+200	New	+$5.55K	﹤0.01%	368
2017 Q2	–	Sell	-103,048	Closed	-$719K	–	378
2017 Q1	$719K	Buy	103,048 +102,848	+51,424%	+$2.9M	0.27%	122
2016 Q4	$5K	Buy	+200	New	+$5.69K	﹤0.01%	414
2016 Q1	–	Sell	-200	Closed	-$6K	–	361
2015 Q4	$6K	Buy	+200	New	+$5.66K	﹤0.01%	522

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

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

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

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

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

EWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Archford Capital Strategies's HYMB Position: Q3 2019 in Review

Archford Capital Strategies sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2019, closing a stake of 200 shares — an estimated $6K sold.

Archford Capital Strategies first reported a position in HYMB in Q4 2015 and held it in 9 quarters. The position peaked at $719K in Q1 2017. 140 funds tracked by Wall St. Rank hold HYMB as of Q3 2019.

Archford Capital Strategies reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 200 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2019, an estimated $6K.
Archford Capital Strategies first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2015 and held it in 9 quarters.
Archford Capital Strategies's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $719K in Q1 2017.
140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.