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

EverSource 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
-1,505
Closed -$37.9K – 4300
2025
Q1 		$37.9K Hold
1,505
– – ﹤0.01% 1377
2024
Q4 		$38.5K Buy
1,505
+6
+0.4% +$156 ﹤0.01% 1306
2024
Q3 		$39.4K Sell
1,499
-68
-4% -$1.76K ﹤0.01% 1162
2024
Q2 		$40.7K Buy
1,567
+16
+1% +$407 ﹤0.01% 1181
2024
Q1 		$39K Sell
1,551
-939
-38% -$23.8K ﹤0.01% 1078
2023
Q4 		$63K Buy
2,490
+1,457
+141% +$35.2K 0.01% 809
2023
Q3 		$24.6K Buy
1,033
+737
+249% +$18.2K ﹤0.01% 1053
2023
Q2 		$7.4K Buy
+296
New +$7.36K ﹤0.01% 1574
2022
Q2 		– Sell
-1,228
Closed -$34K – 1786
2022
Q1 		$34K Hold
1,228
– – 0.01% 543
2021
Q4 		$37K Buy
+1,228
New +$36.7K 0.01% 482

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

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

EverSource Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2025, closing a stake of 1,505 shares — an estimated $37.9K sold.

EverSource Wealth Advisors first reported a position in HYMB in Q4 2021 and held it in 10 quarters. The position peaked at $63K in Q4 2023. 391 funds tracked by Wall St. Rank hold HYMB as of Q2 2025.

  • EverSource 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.
  • EverSource Wealth Advisors sold 1,505 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2025, an estimated $37.9K.
  • EverSource Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and held it in 10 quarters.
  • EverSource Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $63K in Q4 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 EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.