Brandywine Oak Private Wealth’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Brandywine Oak Private Wealth’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 Q1	–	Sell	-13,648	Closed	-$402K	–	236
2019 Q4	$402K	Hold	13,648	–	–	0.07%	140
2019 Q3	$405K	Hold	13,648	–	–	0.08%	127
2019 Q2	$398K	Hold	13,648	–	–	0.08%	124
2019 Q1	$392K	Hold	13,648	–	–	0.08%	120
2018 Q4	$382K	Buy	+13,648	New	+$380K	0.09%	113

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 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

Brandywine Oak Private Wealth's HYMB Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2020, closing a stake of 13,648 shares — an estimated $402K sold.

Brandywine Oak Private Wealth first reported a position in HYMB in Q4 2018 and held it in 5 quarters. The position peaked at $405K in Q3 2019. 158 funds tracked by Wall St. Rank hold HYMB as of Q1 2020.

Brandywine Oak Private Wealth reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 13,648 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2020, an estimated $402K.
Brandywine Oak Private Wealth first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2018 and held it in 5 quarters.
Brandywine Oak Private Wealth's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $405K in Q3 2019.
158 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.