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

LexAurum 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 Q2	$442K	Buy	+17,364	New	+$436K	0.05%	267
2020 Q1	–	Sell	-44,590	Closed	-$1.31M	–	220
2019 Q4	$1.31M	Buy	44,590 +3,036	+7%	+$89.6K	0.65%	34
2019 Q3	$1.23M	Sell	41,554 -14,774	-26%	-$435K	0.73%	32
2019 Q2	$1.65M	Sell	56,328 -952	-2%	-$27.5K	1.02%	24
2019 Q1	$1.65M	Buy	57,280 +6,914	+14%	+$194K	1.09%	26
2018 Q4	$1.41M	Buy	50,366 +1,970	+4%	+$54.8K	1.09%	28
2018 Q3	$1.36M	Buy	48,396 +17,720	+58%	+$501K	0.95%	33
2018 Q2	$866K	Sell	30,676 -262	-0.8%	-$7.34K	0.77%	40
2018 Q1	$862K	Buy	30,938 +5,478	+22%	+$152K	0.73%	45
2017 Q4	$707K	Buy	+25,460	New	+$710K	0.66%	53

Other funds holding HYMB

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

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return