Jones Financial Companies
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Jones Financial Companies’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Jones Financial Companies’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 		$6.5M Buy
264,092
+55,767
+27% +$1.4M ﹤0.01% 978
2025
Q4 		$5.2M Buy
208,325
+23,405
+13% +$587K ﹤0.01% 632
2025
Q3 		$4.6M Buy
184,920
+3,261
+2% +$79.8K ﹤0.01% 591
2025
Q2 		$4.49M Buy
181,659
+78,202
+76% +$1.93M ﹤0.01% 527
2025
Q1 		$2.61M Buy
103,457
+39,546
+62% +$1.01M ﹤0.01% 590
2024
Q4 		$1.63M Buy
63,911
+31,903
+100% +$827K ﹤0.01% 614
2024
Q3 		$839K Buy
32,008
+20,959
+190% +$544K ﹤0.01% 655
2024
Q2 		$281K Buy
11,049
+9,489
+608% +$241K ﹤0.01% 726
2024
Q1 		$40.1K Buy
+1,560
New +$39.6K ﹤0.01% 770

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Goldman Sachs
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Bank of America
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Fidelity Investments
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LPL Financial
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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