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

NewSquare Capital’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
2025 Q3	–	Sell	-262	Closed	-$6.49K	–	658
2025 Q2	$6.49K	Buy	+262	New	+$6.45K	﹤0.01%	750
2015 Q3	–	Sell	-6,000	Closed	-$166K	–	331
2015 Q2	$166K	Buy	6,000 +680	+13%	+$19.4K	0.05%	113
2015 Q1	$153K	Buy	5,320 +270	+5%	+$7.82K	0.05%	109
2014 Q4	$146K	Buy	5,050 +730	+17%	+$20.8K	0.05%	112
2014 Q3	$123K	Buy	4,320 +140	+3%	+$3.92K	0.04%	129
2014 Q2	$118K	Buy	4,180 +972	+30%	+$27K	0.04%	131
2014 Q1	$88K	Sell	3,208 -2,240	-41%	-$59.8K	0.04%	125
2013 Q4	$139K	Sell	5,448 -740	-12%	-$19.1K	0.07%	93
2013 Q3	$162K	Sell	6,188 -3,308	-35%	-$84.6K	0.08%	93
2013 Q2	$256K	Buy	+9,496	New	+$273K	0.13%	82

Other funds holding HYMB

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

CCWA

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

NewSquare Capital's HYMB Position: Q3 2025 in Review

NewSquare Capital sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2025, closing a stake of 262 shares — an estimated $6.49K sold.

NewSquare Capital first reported a position in HYMB in Q2 2013 and held it in 10 quarters. The position peaked at $256K in Q2 2013. 386 funds tracked by Wall St. Rank hold HYMB as of Q3 2025.

NewSquare Capital reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 262 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2025, an estimated $6.49K.
NewSquare Capital first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2013 and held it in 10 quarters.
NewSquare Capital's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $256K in Q2 2013.
386 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.