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

Exencial 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
2026 Q1	$940K	Sell	37,900 -109	-0.3%	-$2.73K	0.03%	305
2025 Q4	$948K	Sell	38,009 -442	-1%	-$11.1K	0.03%	304
2025 Q3	$959K	Sell	38,451 -1,948	-5%	-$47.7K	0.03%	294
2025 Q2	$1M	Buy	40,399 +9,768	+32%	+$241K	0.04%	283
2025 Q1	$773K	Sell	30,631 -55	-0.2%	-$1.41K	0.03%	314
2024 Q4	$785K	Sell	30,686 -5,428	-15%	-$141K	0.03%	310
2024 Q3	$949K	Sell	36,114 -5,406	-13%	-$140K	0.03%	283
2024 Q2	$1.06M	Sell	41,520 -3,173	-7%	-$80.6K	0.04%	267
2024 Q1	$1.15M	Sell	44,693 -5,393	-11%	-$137K	0.04%	257
2023 Q4	$1.27M	Buy	+50,086	New	+$1.21M	0.05%	237

Other funds holding HYMB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Exencial Wealth Advisors's HYMB Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.29% in Q1 2026, selling an estimated $2.73K and leaving 37,900 shares worth $940K. The position accounts for 0.03% of the portfolio, ranked #305.

Exencial Wealth Advisors first reported a position in HYMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q4 2023. 403 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Exencial Wealth Advisors held 37,900 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $940K as of Q1 2026.
Exencial Wealth Advisors sold 109 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $2.73K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #305 holding.
Exencial Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Exencial Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.27M in Q4 2023.
403 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.