WealthPLAN Partners’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

WealthPLAN Partners’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
2018 Q1	–	Sell	-14,372	Closed	-$400K	–	273
2017 Q4	$400K	Buy	+14,372	New	+$401K	0.11%	143

Other funds holding HYMB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

WealthPLAN Partners's HYMB Position: Q1 2018 in Review

WealthPLAN Partners sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2018, closing a stake of 14,372 shares — an estimated $400K sold.

WealthPLAN Partners first reported a position in HYMB in Q4 2017 and held it in 1 quarter. The position peaked at $400K in Q4 2017. 127 funds tracked by Wall St. Rank hold HYMB as of Q1 2018.

WealthPLAN Partners reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
WealthPLAN Partners sold 14,372 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2018, an estimated $400K.
WealthPLAN Partners first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2017 and held it in 1 quarter.
WealthPLAN Partners's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $400K in Q4 2017.
127 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2018.

Based on WealthPLAN Partners's 13F filing for Q1 2018, filed 16 May 2018.