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

Mayflower Financial Advisors’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	-13,510	Closed	-$338K	–	349
2023 Q2	$338K	Buy	+13,510	New	+$336K	0.04%	259
2022 Q1	–	Sell	-13,156	Closed	-$395K	–	368
2021 Q4	$395K	Sell	13,156 -250	-2%	-$7.47K	0.05%	222
2021 Q3	$399K	Sell	13,406 -4,770	-26%	-$145K	0.05%	220
2021 Q2	$553K	Hold	18,176	–	–	0.08%	163
2021 Q1	$539K	Buy	18,176 +2,366	+15%	+$70.2K	0.08%	153
2020 Q4	$466K	Buy	+15,810	New	+$455K	0.08%	155

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

Mayflower Financial Advisors's HYMB Position: Q3 2023 in Review

Mayflower Financial Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2023, closing a stake of 13,510 shares — an estimated $338K sold.

Mayflower Financial Advisors first reported a position in HYMB in Q4 2020 and held it in 6 quarters. The position peaked at $553K in Q2 2021. 282 funds tracked by Wall St. Rank hold HYMB as of Q3 2023.

Mayflower Financial Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 13,510 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2023, an estimated $338K.
Mayflower Financial Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2020 and held it in 6 quarters.
Mayflower Financial Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $553K 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 Mayflower Financial Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.