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

Belpointe Asset 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
2025 Q2	–	Sell	-18,211	Closed	-$459K	–	981
2025 Q1	$459K	Buy	+18,211	New	+$467K	0.02%	589
2023 Q2	–	Sell	-9,466	Closed	-$237K	–	1817
2023 Q1	$237K	Sell	9,466 -39,626	-81%	-$991K	0.01%	859
2022 Q4	$1.2M	Buy	49,092 +30,894	+170%	+$752K	0.07%	277
2022 Q3	$436K	Buy	18,198 +8,554	+89%	+$220K	0.03%	558
2022 Q2	$248K	Sell	9,644 -20	-0.2%	-$523	0.02%	743
2022 Q1	$266K	Buy	9,664 +1,908	+25%	+$54.9K	0.02%	786
2021 Q4	$233K	Buy	7,756 +582	+8%	+$17.4K	0.01%	833
2021 Q3	$215K	Buy	7,174 +3,024	+73%	+$91.8K	0.01%	819
2021 Q2	$126K	Buy	4,150 +82	+2%	+$2.46K	0.01%	1025
2021 Q1	$121K	Sell	4,068 -1,400	-26%	-$41.6K	0.01%	933
2020 Q4	$161K	Buy	+5,468	New	+$157K	0.01%	775

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 $3.64B AUM 14.73% 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

Belpointe Asset Management's HYMB Position: Q2 2025 in Review

Belpointe Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2025, closing a stake of 18,211 shares — an estimated $459K sold.

Belpointe Asset Management first reported a position in HYMB in Q4 2020 and held it in 11 quarters. The position peaked at $1.2M in Q4 2022. 391 funds tracked by Wall St. Rank hold HYMB as of Q2 2025.

Belpointe Asset Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Belpointe Asset Management sold 18,211 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2025, an estimated $459K.
Belpointe Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2020 and held it in 11 quarters.
Belpointe Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.2M in Q4 2022.
391 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.