MAC
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Mason & Associates (California)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Mason & Associates (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 		$366K Sell
14,848
-2,506
-14% -$62.9K 0.07% 126
2025
Q4 		$433K Sell
17,354
-8,775
-34% -$220K 0.08% 113
2025
Q3 		$651K Sell
26,129
-5,973
-19% -$146K 0.13% 70
2025
Q2 		$795K Sell
32,102
-12,097
-27% -$298K 0.18% 58
2025
Q1 		$1.11M Sell
44,199
-17,912
-29% -$459K 0.28% 47
2024
Q4 		$1.59M Buy
62,111
+11,819
+24% +$307K 0.37% 41
2024
Q3 		$1.32M Buy
+50,292
New +$1.3M 0.33% 44

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