BridgePort Financial Solutions’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

BridgePort Financial Solutions’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 Q4	–	Sell	-14,152	Closed	-$353K	–	250
2025 Q3	$353K	Buy	14,152 +153	+1%	+$3.74K	0.09%	163
2025 Q2	$347K	Sell	13,999 -25,676	-65%	-$632K	0.12%	140
2025 Q1	$1M	Buy	39,675 +76	+0.2%	+$1.95K	0.45%	50
2024 Q4	$1.03M	Buy	+39,599	New	+$1.03M	0.47%	48

Other funds holding HYMB

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

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

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

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

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

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

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

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

CCWA

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

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

BridgePort Financial Solutions's HYMB Position: Q4 2025 in Review

BridgePort Financial Solutions sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2025, closing a stake of 14,152 shares — an estimated $353K sold.

BridgePort Financial Solutions first reported a position in HYMB in Q4 2024 and held it in 4 quarters. The position peaked at $1.03M in Q4 2024. 414 funds tracked by Wall St. Rank hold HYMB as of Q4 2025.

BridgePort Financial Solutions reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
BridgePort Financial Solutions sold 14,152 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2025, an estimated $353K.
BridgePort Financial Solutions first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
BridgePort Financial Solutions's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.03M in Q4 2024.
414 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2025.

Based on BridgePort Financial Solutions's 13F filing for Q4 2025, filed 16 Jan 2026.