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

OneAscent Financial Services’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 		$569K Buy
22,956
+596
+3% +$15K 0.03% 315
2025
Q4 		$558K Sell
22,360
-5,711
-20% -$143K 0.05% 240
2025
Q3 		$700K Buy
28,071
+853
+3% +$20.9K 0.09% 181
2025
Q2 		$674K Sell
27,218
-6,589
-19% -$162K 0.05% 257
2025
Q1 		$853K Sell
33,807
-76
-0.2% -$1.95K 0.06% 225
2024
Q4 		$867K Buy
+33,883
New +$879K 0.07% 175
2024
Q3 		– Sell
-32,795
Closed -$834K – 251
2024
Q2 		$834K Sell
32,795
-694
-2% -$17.6K 0.12% 110
2024
Q1 		$860K Sell
33,489
-408
-1% -$10.4K 0.1% 132
2023
Q4 		$858K Buy
33,897
+11,371
+50% +$275K 0.11% 123
2023
Q3 		$537K Buy
+22,526
New +$556K 0.14% 112

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 $7.61B AUM 16.44% 1-Year Est. Return