Mark Sheptoff Financial Planning’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-116	Closed	-$2.9K	–	396
2023 Q2	$2.9K	Hold	116	–	–	﹤0.01%	335
2023 Q1	$2.9K	Hold	116	–	–	﹤0.01%	329
2022 Q4	$2.84K	Hold	116	–	–	﹤0.01%	335
2022 Q3	$3K	Hold	116	–	–	﹤0.01%	314
2022 Q2	$3K	Hold	116	–	–	﹤0.01%	323
2022 Q1	$3K	Hold	116	–	–	﹤0.01%	363
2021 Q4	$3K	Hold	116	–	–	﹤0.01%	390
2021 Q3	$3K	Hold	116	–	–	﹤0.01%	356
2021 Q2	$4K	Hold	116	–	–	﹤0.01%	370
2021 Q1	$3K	Hold	116	–	–	﹤0.01%	338
2020 Q4	$3K	Hold	116	–	–	﹤0.01%	316
2020 Q3	$3K	Hold	116	–	–	﹤0.01%	285
2020 Q2	$3K	Hold	116	–	–	﹤0.01%	313
2020 Q1	$3K	Buy	+116	New	+$3.35K	﹤0.01%	295

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Mark Sheptoff Financial Planning's HYMB Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2023, closing a stake of 116 shares — an estimated $2.9K sold.

Mark Sheptoff Financial Planning first reported a position in HYMB in Q1 2020 and held it in 14 quarters. The position peaked at $4K in Q2 2021. 282 funds tracked by Wall St. Rank hold HYMB as of Q3 2023.

Mark Sheptoff Financial Planning reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 116 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2023, an estimated $2.9K.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2020 and held it in 14 quarters.
Mark Sheptoff Financial Planning's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $4K in Q2 2021.
282 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.