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

Curtis Advisory 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 Q2	–	Sell	-17,889	Closed	-$451K	–	108
2025 Q1	$451K	Hold	17,889	–	–	0.13%	72
2024 Q4	$458K	Hold	17,889	–	–	0.12%	71
2024 Q3	$470K	Hold	17,889	–	–	0.13%	68
2024 Q2	$455K	Buy	17,889 +51	+0.3%	+$1.3K	0.16%	63
2024 Q1	$458K	Sell	17,838 -520	-3%	-$13.2K	0.18%	66
2023 Q4	$464K	Sell	18,358 -661	-3%	-$16K	0.21%	61
2023 Q3	$453K	Hold	19,019	–	–	0.15%	63
2023 Q2	$476K	Sell	19,019 -4,829	-20%	-$120K	0.15%	60
2023 Q1	$597K	Buy	23,848 +1,988	+9%	+$49.7K	0.22%	50
2022 Q4	$535K	Buy	+21,860	New	+$532K	0.21%	49

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

Curtis Advisory Group's HYMB Position: Q2 2025 in Review

Curtis Advisory Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2025, closing a stake of 17,889 shares — an estimated $451K sold.

Curtis Advisory Group first reported a position in HYMB in Q4 2022 and held it in 10 quarters. The position peaked at $597K in Q1 2023. 391 funds tracked by Wall St. Rank hold HYMB as of Q2 2025.

Curtis Advisory Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Curtis Advisory Group sold 17,889 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2025, an estimated $451K.
Curtis Advisory Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 10 quarters.
Curtis Advisory Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $597K in Q1 2023.
391 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2025.

Based on Curtis Advisory Group's 13F filing for Q2 2025, filed 7 Aug 2025.