Heritage Wealth Management (California)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Heritage Wealth Management (California)’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	$1.75M	Buy	70,584 +10,934	+18%	+$274K	0.98%	31
2025 Q4	$1.49M	Buy	59,650 +5,669	+11%	+$142K	0.96%	33
2025 Q3	$1.35M	Buy	53,981 +3,762	+7%	+$92K	0.92%	35
2025 Q2	$1.24M	Buy	50,219 +753	+2%	+$18.5K	0.94%	34
2025 Q1	$1.25M	Buy	49,466 +3,313	+7%	+$85K	1.07%	30
2024 Q4	$1.18M	Buy	46,153 +1,175	+3%	+$30.5K	1.01%	31
2024 Q3	$1.18M	Buy	44,978 +3,518	+8%	+$91.3K	1.07%	25
2024 Q2	$1.05M	Buy	41,460 +1,792	+5%	+$45.5K	1.02%	29
2024 Q1	$1.02M	Buy	39,668 +5,757	+17%	+$146K	1.01%	28
2023 Q4	$858K	Buy	+33,911	New	+$819K	0.92%	32

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return