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

Next 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 Q2	–	Sell	-1,084	Closed	-$30K	–	1164
2020 Q1	$30K	Sell	1,084 -42	-4%	-$1.21K	﹤0.01%	1134
2019 Q4	$33K	Buy	1,126 +1,038	+1,180%	+$30.6K	﹤0.01%	1354
2019 Q3	$3K	Sell	88 -272	-76%	-$8.02K	﹤0.01%	2016
2019 Q2	$11K	Buy	+360	New	+$10.4K	﹤0.01%	1652
2019 Q1	–	Sell	-360	Closed	-$10K	–	1841
2018 Q4	$10K	Buy	+360	New	+$10K	﹤0.01%	1339
2017 Q3	–	Sell	-2,026	Closed	-$58K	–	1843
2017 Q2	$58K	Buy	2,026 +1,776	+710%	+$50.6K	0.01%	731
2017 Q1	$7K	Buy	+250	New	+$7.05K	﹤0.01%	1401
2015 Q2	–	Sell	-60	Closed	-$1K	–	1888
2015 Q1	$1K	Buy	+60	New	+$1.74K	﹤0.01%	1773

Other funds holding HYMB

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Next Financial Group's HYMB Position: Q2 2020 in Review

Next Financial Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2020, closing a stake of 1,084 shares — an estimated $30K sold.

Next Financial Group first reported a position in HYMB in Q1 2015 and held it in 8 quarters. The position peaked at $58K in Q2 2017. 165 funds tracked by Wall St. Rank hold HYMB as of Q2 2020.

Next Financial Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 1,084 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2020, an estimated $30K.
Next Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2015 and held it in 8 quarters.
Next Financial Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $58K in Q2 2017.
165 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.