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

Aspiriant LLC’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
2026 Q1	$292K	Sell	11,777 -48,666	-81%	-$1.22M	0.01%	282
2025 Q4	$1.51M	Buy	+60,443	New	+$1.51M	0.04%	133
2022 Q2	–	Sell	-81,000	Closed	-$2.23M	–	280
2022 Q1	$2.23M	Sell	81,000 -16,338	-17%	-$470K	0.12%	82
2021 Q4	$2.92M	Hold	97,338	–	–	0.16%	71
2021 Q3	$2.92M	Buy	97,338 +2,346	+2%	+$71.2K	0.17%	62
2021 Q2	$2.89M	Sell	94,992 -35,516	-27%	-$1.07M	0.16%	65
2021 Q1	$3.87M	Sell	130,508 -8,474	-6%	-$252K	0.25%	40
2020 Q4	$4.1M	Buy	+138,982	New	+$4M	0.28%	38
2020 Q1	–	Sell	-7,326	Closed	-$216K	–	200
2019 Q4	$216K	Sell	7,326 -2,488	-25%	-$73.4K	0.02%	191
2019 Q3	$291K	Hold	9,814	–	–	0.03%	181
2019 Q2	$287K	Hold	9,814	–	–	0.02%	185
2019 Q1	$282K	Hold	9,814	–	–	0.02%	186
2018 Q4	$275K	Hold	9,814	–	–	0.02%	193
2018 Q3	$276K	Hold	9,814	–	–	0.02%	200
2018 Q2	$277K	Hold	9,814	–	–	0.02%	208
2018 Q1	$274K	Buy	+9,814	New	+$272K	0.02%	201
2017 Q4	–	Sell	-9,814	Closed	-$280K	–	122
2017 Q3	$280K	Sell	9,814 -4,520	-32%	-$129K	0.02%	170
2017 Q2	$407K	Hold	14,334	–	–	0.04%	154
2017 Q1	$406K	Hold	14,334	–	–	0.03%	157
2016 Q4	$401K	Sell	14,334 -8,204	-36%	-$234K	0.04%	147
2016 Q3	$669K	Hold	22,538	–	–	0.07%	126
2016 Q2	$674K	Sell	22,538 -1,724	-7%	-$50.4K	0.06%	121
2016 Q1	$700K	Buy	24,262 +13,570	+127%	+$388K	0.07%	115
2015 Q4	$305K	Hold	10,692	–	–	0.03%	68
2015 Q3	$303K	Buy	10,692 +82	+0.8%	+$2.29K	0.03%	84
2015 Q2	$294K	Buy	10,610 +122	+1%	+$3.47K	0.03%	88
2015 Q1	$302K	Sell	10,488 -16,460	-61%	-$477K	0.04%	73
2014 Q4	$777K	Sell	26,948 -4,712	-15%	-$134K	0.1%	47
2014 Q3	$899K	Buy	31,660 +1,252	+4%	+$35K	0.13%	36
2014 Q2	$856K	Hold	30,408	–	–	0.12%	50
2014 Q1	$831K	Hold	30,408	–	–	0.12%	57
2013 Q4	$776K	Buy	+30,408	New	+$787K	0.12%	48

Other funds holding HYMB

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC's HYMB Position: Q1 2026 in Review

Aspiriant LLC reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 81% in Q1 2026, selling an estimated $1.22M and leaving 11,777 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #282.

Aspiriant LLC first reported a position in HYMB in Q4 2013 and has held it in 32 quarters since. The position peaked at $4.1M in Q4 2020. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Aspiriant LLC held 11,777 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $292K as of Q1 2026.
Aspiriant LLC sold 48,666 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $1.22M.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #282 holding.
Aspiriant LLC first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2013 and has held it in 32 quarters since.
Aspiriant LLC's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $4.1M in Q4 2020.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.