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

LifePlan Financial Group’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
Q3 		– Sell
-396
Closed -$11K – 586
2020
Q2 		$11K Hold
396
– – 0.01% 401
2020
Q1 		$11K Hold
396
– – 0.01% 388
2019
Q4 		$12K Buy
+396
New +$11.7K 0.01% 401

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePlan Financial Group's HYMB Position: Q3 2020 in Review

LifePlan Financial Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2020, closing a stake of 396 shares — an estimated $11K sold.

LifePlan Financial Group first reported a position in HYMB in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 160 funds tracked by Wall St. Rank hold HYMB as of Q3 2020.

  • LifePlan Financial Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
  • LifePlan Financial Group sold 396 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2020, an estimated $11K.
  • LifePlan Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and held it in 3 quarters.
  • LifePlan Financial Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $12K in Q4 2019.
  • 160 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.