Hoxton Planning & Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Hoxton Planning & 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
2023 Q2	–	Sell	-20,990	Closed	-$526K	–	155
2023 Q1	$526K	Sell	20,990 -10,014	-32%	-$250K	0.29%	72
2022 Q4	$759K	Buy	+31,004	New	+$755K	0.4%	47

Other funds holding HYMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Hoxton Planning & Management's HYMB Position: Q2 2023 in Review

Hoxton Planning & Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2023, closing a stake of 20,990 shares — an estimated $526K sold.

Hoxton Planning & Management first reported a position in HYMB in Q4 2022 and held it in 2 quarters. The position peaked at $759K in Q4 2022. 277 funds tracked by Wall St. Rank hold HYMB as of Q2 2023.

Hoxton Planning & Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Hoxton Planning & Management sold 20,990 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2023, an estimated $526K.
Hoxton Planning & Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
Hoxton Planning & Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $759K in Q4 2022.
277 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2023.

Based on Hoxton Planning & Management's 13F filing for Q2 2023, filed 20 Jul 2023.