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

Beta Wealth Group’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 Q1	–	Sell	-31,099	Closed	-$796K	–	114
2024 Q4	$796K	Sell	31,099 -154	-0.5%	-$3.99K	0.35%	48
2024 Q3	$821K	Sell	31,253 -2,366	-7%	-$61.4K	0.37%	48
2024 Q2	$855K	Sell	33,619 -3,803	-10%	-$96.7K	0.41%	47
2024 Q1	$961K	Sell	37,422 -4,134	-10%	-$105K	0.47%	41
2023 Q4	$1.05M	Buy	41,556 +468	+1%	+$11.3K	0.55%	34
2023 Q3	$979K	Sell	41,088 -3,251	-7%	-$80.3K	0.58%	37
2023 Q2	$1.11M	Sell	44,339 -1,439	-3%	-$35.8K	0.64%	38
2023 Q1	$1.15M	Sell	45,778 -4,962	-10%	-$124K	0.66%	38
2022 Q4	$1.24M	Sell	50,740 -3,674	-7%	-$89.5K	0.83%	32
2022 Q3	$1.3M	Sell	54,414 -89,066	-62%	-$2.29M	0.94%	33
2022 Q2	$3.69M	Buy	143,480 +61,362	+75%	+$1.61M	2.47%	15
2022 Q1	$2.26M	Sell	82,118 -100,346	-55%	-$2.89M	1.52%	23
2021 Q4	$5.47M	Hold	182,464	–	–	3.94%	9
2021 Q3	$5.47M	Buy	182,464 +17,716	+11%	+$538K	3.94%	9
2021 Q2	$5.01M	Buy	164,748 +13,018	+9%	+$391K	3.49%	11
2021 Q1	$4.5M	Buy	+151,730	New	+$4.5M	3.27%	12

Other funds holding HYMB

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

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

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

OPAM

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

APP

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

Beta Wealth Group's HYMB Position: Q1 2025 in Review

Beta Wealth Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2025, closing a stake of 31,099 shares — an estimated $796K sold.

Beta Wealth Group first reported a position in HYMB in Q1 2021 and held it in 16 quarters. The position peaked at $5.47M in Q4 2021. 387 funds tracked by Wall St. Rank hold HYMB as of Q1 2025.

Beta Wealth Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Beta Wealth Group sold 31,099 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2025, an estimated $796K.
Beta Wealth Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2021 and held it in 16 quarters.
Beta Wealth Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $5.47M in Q4 2021.
387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2025.

Based on Beta Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.