Ocean Park Asset Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Ocean Park Asset Management’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	$21.6M	Buy	+848,826	New	+$21.3M	1.04%	19
2026 Q1	–	Sell	-46,600	Closed	-$1.16M	–	77
2025 Q4	$1.16M	Sell	46,600 -168,600	-78%	-$4.23M	0.05%	72
2025 Q3	$5.36M	Sell	215,200 -2,065,900	-91%	-$50.5M	0.22%	57
2025 Q2	$57.5M	Hold	2,281,100	–	–	2.04%	12
2025 Q1	$57.5M	Buy	2,281,100 +683,800	+43%	+$17.5M	2.04%	12
2024 Q4	$40.9M	Buy	1,597,300 +402,900	+34%	+$10.4M	1.39%	12
2024 Q3	$31.4M	Buy	1,194,400 +364,200	+44%	+$9.45M	1.38%	11
2024 Q2	$21.1M	Buy	830,200 +135,800	+20%	+$3.45M	1%	23
2024 Q1	$17.8M	Buy	694,400 +92,900	+15%	+$2.36M	0.84%	27
2023 Q4	$15.2M	Buy	+601,500	New	+$14.5M	0.75%	31
2023 Q3	–	Sell	-281,900	Closed	-$7.05M	–	63
2023 Q2	$7.05M	Buy	+281,900	New	+$7.01M	0.24%	34

Other funds holding HYMB

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 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

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return