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

Mascoma 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
2022
Q2 		– Sell
-540
Closed -$15K – 621
2022
Q1 		$15K Hold
540
– – ﹤0.01% 399
2021
Q4 		$16K Buy
+540
New +$16.1K 0.01% 357

Other funds holding HYMB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mascoma Wealth Management's HYMB Position: Q2 2022 in Review

Mascoma Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2022, closing a stake of 540 shares — an estimated $15K sold.

Mascoma Wealth Management first reported a position in HYMB in Q4 2021 and held it in 2 quarters. The position peaked at $16K in Q4 2021. 257 funds tracked by Wall St. Rank hold HYMB as of Q2 2022.

  • Mascoma Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 540 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2022, an estimated $15K.
  • Mascoma Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $16K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2022.

Based on Mascoma Wealth Management's 13F filing for Q2 2022, filed 14 Jul 2022.