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

Dakota 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 		$7.42M Buy
299,109
+28,700
+11% +$720K 0.16% 131
2025
Q4 		$6.74M Buy
270,409
+254,948
+1,649% +$6.39M 0.12% 142
2025
Q3 		$385K Buy
15,461
+785
+5% +$19.2K 0.01% 517
2025
Q2 		$364K Buy
14,676
+2,713
+23% +$66.8K 0.01% 568
2025
Q1 		$302K Buy
11,963
+1,436
+14% +$36.8K 0.01% 614
2024
Q4 		$269K Buy
10,527
+479
+5% +$12.4K 0.01% 645
2024
Q3 		$264K Buy
10,048
+275
+3% +$7.13K 0.01% 619
2024
Q2 		$249K Buy
9,773
+493
+5% +$12.5K 0.01% 621
2024
Q1 		$238K Buy
+9,280
New +$236K 0.01% 631

Other funds holding HYMB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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