Avantax Advisory Services’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.66M	Buy	66,998 +19,673	+42%	+$485K	0.01%	893
2025 Q1	$1.19M	Buy	47,325 +14,880	+46%	+$382K	0.01%	996
2024 Q4	$830K	Sell	32,445 -4,321	-12%	-$112K	0.01%	1131
2024 Q3	$966K	Buy	36,766 +8,376	+30%	+$217K	0.01%	1043
2024 Q2	$722K	Buy	28,390 +1,034	+4%	+$26.3K	0.01%	1146
2024 Q1	$703K	Buy	27,356 +2,440	+10%	+$62K	0.01%	892
2023 Q4	$630K	Buy	24,916 +1,362	+6%	+$32.9K	0.01%	892
2023 Q3	$561K	Sell	23,554 -4,637	-16%	-$114K	0.01%	899
2023 Q2	$705K	Sell	28,191 -8,177	-22%	-$203K	0.01%	808
2023 Q1	$911K	Sell	36,368 -4,128	-10%	-$103K	0.01%	688
2022 Q4	$992K	Sell	40,496 -3,088	-7%	-$75.2K	0.01%	639
2022 Q3	$1.04M	Buy	43,584 +5,104	+13%	+$131K	0.02%	554
2022 Q2	$989K	Buy	38,480 +7,360	+24%	+$193K	0.01%	551
2022 Q1	$857K	Buy	31,120 +3,378	+12%	+$97.3K	0.01%	593
2021 Q4	$833K	Buy	27,742 +9,496	+52%	+$284K	0.01%	578
2021 Q3	$546K	Buy	18,246 +1,722	+10%	+$52.3K	0.01%	692
2021 Q2	$502K	Buy	+16,524	New	+$496K	0.01%	709
2020 Q3	–	Sell	-7,914	Closed	-$223K	–	1383
2020 Q2	$223K	Sell	7,914 -1,034	-12%	-$28K	0.01%	747
2020 Q1	$244K	Buy	+8,948	New	+$259K	0.01%	653

Other funds holding HYMB

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

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

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

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

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Avantax Advisory Services's HYMB Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 42% in Q2 2025, buying an estimated $485K and bringing the position to 66,998 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #893.

Avantax Advisory Services first reported a position in HYMB in Q1 2020 and has held it in 19 quarters since. 391 funds tracked by Wall St. Rank hold HYMB as of Q2 2025.

Avantax Advisory Services held 66,998 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $1.66M as of Q2 2025.
Avantax Advisory Services bought 19,673 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2025, an estimated $485K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #893 holding.
Avantax Advisory Services first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2020 and has held it in 19 quarters since.
391 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.