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

GeoWealth 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
2025 Q4	–	Sell	-12,028	Closed	-$300K	–	795
2025 Q3	$300K	Sell	12,028 -3,964	-25%	-$97K	0.01%	591
2025 Q2	$396K	Buy	+15,992	New	+$394K	0.02%	464
2025 Q1	–	Sell	-3,542	Closed	-$90.6K	–	1407
2024 Q4	$90.6K	Sell	3,542 -507	-13%	-$13.1K	﹤0.01%	1003
2024 Q3	$106K	Buy	+4,049	New	+$105K	﹤0.01%	881
2024 Q2	–	Sell	-6,711	Closed	-$172K	–	903
2024 Q1	$172K	Sell	6,711 -1,202	-15%	-$30.5K	0.01%	714
2023 Q4	$200K	Buy	+7,913	New	+$191K	0.02%	508

Other funds holding HYMB

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCWA

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

GeoWealth Management's HYMB Position: Q4 2025 in Review

GeoWealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2025, closing a stake of 12,028 shares — an estimated $300K sold.

GeoWealth Management first reported a position in HYMB in Q4 2023 and held it in 6 quarters. The position peaked at $396K in Q2 2025. 413 funds tracked by Wall St. Rank hold HYMB as of Q4 2025.

GeoWealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
GeoWealth Management sold 12,028 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2025, an estimated $300K.
GeoWealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and held it in 6 quarters.
GeoWealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $396K in Q2 2025.
413 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.