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

CarsonAllaria 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
2025 Q2	–	Sell	-32,695	Closed	-$825K	–	367
2025 Q1	$825K	Buy	+32,695	New	+$839K	0.48%	29
2022 Q2	–	Sell	-35,998	Closed	-$993K	–	339
2022 Q1	$993K	Sell	35,998 -4,088	-10%	-$118K	0.89%	22
2021 Q4	$1.2M	Buy	+40,086	New	+$1.2M	1.06%	23

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

CarsonAllaria Wealth Management's HYMB Position: Q2 2025 in Review

CarsonAllaria Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2025, closing a stake of 32,695 shares — an estimated $825K sold.

CarsonAllaria Wealth Management first reported a position in HYMB in Q4 2021 and held it in 3 quarters. The position peaked at $1.2M in Q4 2021. 391 funds tracked by Wall St. Rank hold HYMB as of Q2 2025.

CarsonAllaria Wealth 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.
CarsonAllaria Wealth Management sold 32,695 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2025, an estimated $825K.
CarsonAllaria Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and held it in 3 quarters.
CarsonAllaria Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.2M in Q4 2021.
391 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.