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

Lake Point 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 Q1	$3K	Buy	118 +32	+37%	+$925	﹤0.01%	231
2019 Q4	$3K	Buy	+86	New	+$2.54K	﹤0.01%	430
2019 Q2	$3K	Hold	86	–	–	﹤0.01%	483
2019 Q1	$3K	Buy	+86	New	+$2.42K	﹤0.01%	483

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

Lake Point Wealth Management's HYMB Position: Q1 2020 in Review

Lake Point Wealth Management increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 37% in Q1 2020, buying an estimated $925 and bringing the position to 118 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Lake Point Wealth Management first reported a position in HYMB in Q1 2019 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold HYMB as of Q1 2020.

Lake Point Wealth Management held 118 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $3K as of Q1 2020.
Lake Point Wealth Management bought 32 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2020, an estimated $925.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #231 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2019 and has held it in 4 quarters since.
158 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.