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

AssetMark Inc’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 Q2	$525K	Buy	20,646 +38	+0.2%	+$955	﹤0.01%	1220
2026 Q1	$511K	Sell	20,608 -2,664	-11%	-$66.8K	﹤0.01%	1157
2025 Q4	$580K	Buy	23,272 +19,147	+464%	+$480K	﹤0.01%	1111
2025 Q3	$103K	Sell	4,125 -499	-11%	-$12.2K	﹤0.01%	1434
2025 Q2	$115K	Buy	4,624 +2,941	+175%	+$72.4K	﹤0.01%	1340
2025 Q1	$42.4K	Buy	1,683 +1,074	+176%	+$27.5K	﹤0.01%	1486
2024 Q4	$15.6K	Hold	609	–	–	﹤0.01%	1709
2024 Q3	$16K	Buy	609 +550	+932%	+$14.3K	﹤0.01%	1544
2024 Q2	$1.5K	Buy	+59	New	+$1.5K	﹤0.01%	1793
2017 Q2	–	Sell	-28	Closed	-$1K	–	1429
2017 Q1	$1K	Hold	28	–	–	﹤0.01%	1202
2016 Q4	$1K	Buy	+28	New	+$797	﹤0.01%	1192
2015 Q4	–	Sell	-69,184	Closed	-$1.96M	–	1423
2015 Q3	$1.96M	Buy	+69,184	New	+$1.93M	0.04%	188

Other funds holding HYMB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CCWA

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

AssetMark Inc's HYMB Position: Q2 2026 in Review

AssetMark Inc increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.18% in Q2 2026, buying an estimated $955 and bringing the position to 20,646 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

AssetMark Inc first reported a position in HYMB in Q3 2015 and has held it in 12 quarters since. The position peaked at $1.96M in Q3 2015. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

AssetMark Inc held 20,646 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $525K as of Q2 2026.
AssetMark Inc bought 38 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $955.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1220 holding.
AssetMark Inc first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2015 and has held it in 12 quarters since.
AssetMark Inc's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.96M in Q3 2015.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.