EWA
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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
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