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IWC
Integrated Wealth Concepts’s
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
Stock Holding History
Integrated Wealth Concepts’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
$6.78M
Buy
273,296
+46,379
+20%
+$1.16M
0.05%
332
2025
Q4
$5.66M
Buy
226,917
+15,330
+7%
+$384K
0.07%
263
2025
Q3
$5.27M
Buy
211,587
+12,386
+6%
+$303K
0.05%
360
2025
Q2
$4.94M
Sell
199,201
-723
-0.4%
-$17.8K
0.05%
335
2025
Q1
$5.04M
Buy
199,924
+57,106
+40%
+$1.46M
0.06%
310
2024
Q4
$3.65M
Sell
142,818
-309
-0.2%
-$8.01K
0.04%
367
2024
Q3
$3.76M
Buy
143,127
+58
+0%
+$1.5K
0.05%
353
2024
Q2
$3.64M
Sell
143,069
-62,606
-30%
-$1.59M
0.05%
335
2024
Q1
$5.28M
Buy
205,675
+7,179
+4%
+$182K
0.08%
257
2023
Q4
$5.02M
Buy
198,496
+35,499
+22%
+$858K
0.08%
237
2023
Q3
$3.88M
Sell
162,997
-35,945
-18%
-$887K
0.07%
273
2023
Q2
$4.98M
Buy
198,942
+8,414
+4%
+$209K
0.09%
229
2023
Q1
$4.77M
Buy
190,528
+8,158
+4%
+$204K
0.1%
204
2022
Q4
$4.46M
Buy
182,370
+44,838
+33%
+$1.09M
0.12%
170
2022
Q3
$3.29M
Buy
137,532
+6,986
+5%
+$179K
0.11%
187
2022
Q2
$3.35M
Buy
+130,546
New
+$3.42M
0.1%
186
Other funds holding HYMB
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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