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Heritage Wealth Management (Arizona)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-338
Closed -$10K – 907
2021
Q2 		$10K Buy
+338
New +$10.2K ﹤0.01% 658

Other funds holding HYMB

Fidelity Investments
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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $314M AUM 10.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HYMB Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2021, closing a stake of 338 shares — an estimated $10K sold.

Heritage Wealth Management (Arizona) first reported a position in HYMB in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 218 funds tracked by Wall St. Rank hold HYMB as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 338 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2021, an estimated $10K.
  • Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $10K in Q2 2021.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.