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

Occidental Asset 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
2020 Q2	–	Sell	-17,256	Closed	-$472K	–	148
2020 Q1	$472K	Hold	17,256	–	–	0.24%	93
2019 Q4	$509K	Hold	17,256	–	–	0.21%	107
2019 Q3	$512K	Hold	17,256	–	–	0.21%	103
2019 Q2	$504K	Hold	17,256	–	–	0.23%	99
2019 Q1	$496K	Hold	17,256	–	–	0.24%	90
2018 Q4	$484K	Hold	17,256	–	–	0.27%	73
2018 Q3	$485K	Hold	17,256	–	–	0.24%	80
2018 Q2	$487K	Hold	17,256	–	–	0.26%	71
2018 Q1	$481K	Hold	17,256	–	–	0.26%	65
2017 Q4	$480K	Hold	17,256	–	–	0.25%	68
2017 Q3	$493K	Hold	17,256	–	–	0.27%	65
2017 Q2	$491K	Hold	17,256	–	–	0.29%	59
2017 Q1	$488K	Hold	17,256	–	–	0.32%	52
2016 Q4	$483K	Hold	17,256	–	–	0.35%	53
2016 Q3	$512K	Hold	17,256	–	–	0.42%	48
2016 Q2	$516K	Buy	+17,256	New	+$505K	0.45%	48

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

Occidental Asset Management's HYMB Position: Q2 2020 in Review

Occidental Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2020, closing a stake of 17,256 shares — an estimated $472K sold.

Occidental Asset Management first reported a position in HYMB in Q2 2016 and held it in 16 quarters. The position peaked at $516K in Q2 2016. 165 funds tracked by Wall St. Rank hold HYMB as of Q2 2020.

Occidental Asset Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
Occidental Asset Management sold 17,256 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2020, an estimated $472K.
Occidental Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2016 and held it in 16 quarters.
Occidental Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $516K in Q2 2016.
165 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2020.

Based on Occidental Asset Management's 13F filing for Q2 2020, filed 17 Jul 2020.