Holistic Financial Partners’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Holistic Financial Partners’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 Q2	–	Sell	-140	Closed	-$4K	–	182
2018 Q1	$4K	Hold	140	–	–	﹤0.01%	391
2017 Q4	$4K	Buy	+140	New	+$3.9K	﹤0.01%	393

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

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

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

EWM

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

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

CCP

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Holistic Financial Partners's HYMB Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2018, closing a stake of 140 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in HYMB in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 126 funds tracked by Wall St. Rank hold HYMB as of Q2 2018.

Holistic Financial Partners reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 140 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2018, an estimated $4K.
Holistic Financial Partners first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $4K in Q1 2018.
126 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.