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BWM
Brown Wealth Management’s
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
Stock Holding History
Brown 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
Q1
$812K
Buy
32,734
+1,433
+5%
+$35.9K
0.21%
59
2025
Q4
$781K
Buy
31,301
+395
+1%
+$9.9K
0.21%
62
2025
Q3
$770K
Sell
30,906
-503
-2%
-$12.3K
0.22%
60
2025
Q2
$778K
Sell
31,409
-11,780
-27%
-$290K
0.24%
55
2025
Q1
$1.09M
Buy
43,189
+1,253
+3%
+$32.1K
0.37%
49
2024
Q4
$1.07M
Buy
41,936
+10,213
+32%
+$265K
0.38%
41
2024
Q3
$833K
Sell
31,723
-3,439
-10%
-$89.2K
0.3%
44
2024
Q2
$895K
Sell
35,162
-3,963
-10%
-$101K
0.36%
45
2024
Q1
$1.01M
Sell
39,125
-7,477
-16%
-$190K
0.42%
40
2023
Q4
$1.18M
Sell
46,602
-2,486
-5%
-$60.1K
0.52%
34
2023
Q3
$1.17M
Sell
49,088
-75,314
-61%
-$1.86M
0.56%
34
2023
Q2
$3.11M
Buy
+124,402
New
+$3.09M
1.61%
19
Other funds holding HYMB
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
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
APP
Avantax Planning Partners
Dubuque, Iowa
$3.64B AUM
14.73%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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