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

Private Client 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	$553K	Buy	21,742 +922	+4%	+$23.2K	0.15%	126
2026 Q1	$516K	Buy	20,820 +1,324	+7%	+$33.2K	0.15%	114
2025 Q4	$486K	Buy	19,496 +4,320	+28%	+$108K	0.15%	105
2025 Q3	$378K	Buy	15,176 +6,566	+76%	+$161K	0.13%	125
2025 Q2	$213K	Buy	+8,610	New	+$212K	0.08%	191
2025 Q1	–	Sell	-8,024	Closed	-$205K	–	195
2024 Q4	$205K	Sell	8,024 -1,173	-13%	-$30.4K	0.11%	179
2024 Q3	$242K	Buy	+9,197	New	+$239K	0.13%	148

Other funds holding HYMB

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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 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