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

Avior Wealth 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
2026 Q2	$209K	Hold	8,210	–	–	0.01%	749
2026 Q1	$204K	Hold	8,210	–	–	0.01%	796
2025 Q4	$205K	Sell	8,210 -34	-0.4%	-$852	0.01%	713
2025 Q3	$206K	Sell	8,244 -1,593	-16%	-$39K	0.01%	689
2025 Q2	$244K	Sell	9,837 -137	-1%	-$3.37K	0.01%	619
2025 Q1	$252K	Hold	9,974	–	–	0.01%	594
2024 Q4	$255K	Hold	9,974	–	–	0.01%	634
2024 Q3	$262K	Buy	9,974 +2,405	+32%	+$62.4K	0.01%	628
2024 Q2	$193K	Buy	+7,569	New	+$192K	0.01%	679
2022 Q4	–	Sell	-724	Closed	-$17K	–	1310
2022 Q3	$17K	Sell	724 -1,278	-64%	-$32.8K	﹤0.01%	765
2022 Q2	$51K	Hold	2,002	–	–	0.01%	562
2022 Q1	$55K	Sell	2,002 -398	-17%	-$11.5K	﹤0.01%	582
2021 Q4	$72K	Sell	2,400 -2,328	-49%	-$69.6K	0.01%	538
2021 Q3	$141K	Sell	4,728 -714	-13%	-$21.7K	0.01%	450
2021 Q2	$165K	Sell	5,442 -1,704	-24%	-$51.2K	0.02%	417
2021 Q1	$211K	Buy	+7,146	New	+$212K	0.02%	395

Other funds holding HYMB

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return