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 Q2	$605K	Buy	23,789 +833	+4%	+$20.9K	0.03%	332
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	0.05%	247
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CCWA

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

OneAscent Financial Services's HYMB Position: Q2 2026 in Review

OneAscent Financial Services increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 3.6% in Q2 2026, buying an estimated $20.9K and bringing the position to 23,789 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #332.

OneAscent Financial Services first reported a position in HYMB in Q3 2023 and has held it in 11 quarters since. The position peaked at $867K in Q4 2024. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

OneAscent Financial Services held 23,789 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $605K as of Q2 2026.
OneAscent Financial Services bought 833 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $20.9K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #332 holding.
OneAscent Financial Services first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
OneAscent Financial Services's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $867K in Q4 2024.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.