EWA
HYMB icon

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

ERTS Wealth Advisors’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
-20,223
Closed -$510K – 51
2025
Q1 		$510K Sell
20,223
-720
-3% -$18.5K 0.1% 47
2024
Q4 		$536K Hold
20,943
– – 0.1% 48
2024
Q3 		$550K Hold
20,943
– – 0.1% 45
2024
Q2 		$533K Sell
20,943
-4,658
-18% -$118K 0.11% 46
2024
Q1 		$658K Sell
25,601
-8,417
-25% -$214K 0.13% 37
2023
Q4 		$861K Sell
34,018
-8,370
-20% -$202K 0.19% 30
2023
Q3 		$1.01M Buy
42,388
+1,009
+2% +$24.9K 0.24% 28
2023
Q2 		$1.03M Sell
41,379
-2,357
-5% -$58.6K 0.24% 27
2023
Q1 		$1.1M Sell
43,736
-42,758
-49% -$1.07M 0.27% 26
2022
Q4 		$2.12M Buy
86,494
+11,774
+16% +$287K 0.55% 22
2022
Q3 		$1.79M Buy
74,720
+23,718
+47% +$609K 0.5% 21
2022
Q2 		$1.31M Buy
51,002
+21,676
+74% +$567K 0.37% 24
2022
Q1 		$809K Buy
29,326
+9,636
+49% +$277K 0.23% 30
2021
Q4 		$592K Sell
19,690
-2,749,724
-99% -$82.2M 0.14% 46
2021
Q3 		$54M Buy
2,769,414
+2,743,736
+10,685% +$83.3M 14.16% 2
2021
Q2 		$781K Sell
25,678
-3,840
-13% -$115K 0.21% 36
2021
Q1 		$876K Hold
29,518
– – 0.26% 32
2020
Q4 		$871K Sell
29,518
-554
-2% -$16K 0.28% 31
2020
Q3 		$855K Buy
30,072
+16,184
+117% +$461K 0.32% 32
2020
Q2 		$391K Buy
13,888
+1,488
+12% +$40.3K 0.16% 55
2020
Q1 		$339K Buy
+12,400
New +$358K 0.16% 61

Other funds holding HYMB

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

ERTS Wealth Advisors's HYMB Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2025, closing a stake of 20,223 shares — an estimated $510K sold.

ERTS Wealth Advisors first reported a position in HYMB in Q1 2020 and held it in 21 quarters. The position peaked at $54M in Q3 2021. 391 funds tracked by Wall St. Rank hold HYMB as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 20,223 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2025, an estimated $510K.
  • ERTS Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2020 and held it in 21 quarters.
  • ERTS Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $54M in Q3 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 ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.