HWA
HYMB icon

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

Heartwood 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 		$7.97M Sell
321,392
-76,326
-19% -$1.91M 0.7% 32
2025
Q4 		$9.92M Buy
397,718
+2,022
+0.5% +$50.7K 0.91% 24
2025
Q3 		$9.86M Buy
395,696
+358,982
+978% +$8.78M 0.92% 24
2025
Q2 		$910K Hold
36,714
– – 0.1% 86
2025
Q1 		$926K Hold
36,714
– – 0.11% 75
2024
Q4 		$939K Hold
36,714
– – 0.11% 70
2024
Q3 		$964K Hold
36,714
– – 0.11% 70
2024
Q2 		$934K Hold
36,714
– – 0.11% 66
2024
Q1 		$943K Hold
36,714
– – 0.12% 62
2023
Q4 		$929K Hold
36,714
– – 0.12% 52
2023
Q3 		$875K Buy
+36,714
New +$906K 0.13% 54

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