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Lakewood Asset Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Lakewood Asset 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
Q1 		– Sell
-250
Closed -$6K – 191
2022
Q4 		$6K Buy
+250
New +$6.09K ﹤0.01% 271

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Lakewood Asset Management's HYMB Position: Q1 2023 in Review

Lakewood Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2023, closing a stake of 250 shares — an estimated $6K sold.

Lakewood Asset Management first reported a position in HYMB in Q4 2022 and held it in 1 quarter. The position peaked at $6K in Q4 2022. 275 funds tracked by Wall St. Rank hold HYMB as of Q1 2023.

  • Lakewood Asset Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 250 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2023, an estimated $6K.
  • Lakewood Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $6K in Q4 2022.
  • 275 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.