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

Baystate 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
2020 Q3	–	Sell	-694	Closed	-$20K	–	683
2020 Q2	$20K	Hold	694	–	–	﹤0.01%	307
2020 Q1	$19K	Hold	694	–	–	﹤0.01%	288
2019 Q4	$20K	Hold	694	–	–	﹤0.01%	319
2019 Q3	$21K	Hold	694	–	–	﹤0.01%	288
2019 Q2	$20K	Buy	+694	New	+$20.1K	﹤0.01%	303

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

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

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Baystate Wealth Management's HYMB Position: Q3 2020 in Review

Baystate Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2020, closing a stake of 694 shares — an estimated $20K sold.

Baystate Wealth Management first reported a position in HYMB in Q2 2019 and held it in 5 quarters. The position peaked at $21K in Q3 2019. 160 funds tracked by Wall St. Rank hold HYMB as of Q3 2020.

Baystate Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Baystate Wealth Management sold 694 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2020, an estimated $20K.
Baystate Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2019 and held it in 5 quarters.
Baystate Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $21K in Q3 2019.
160 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2020.

Based on Baystate Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.