Quotient Wealth Partners’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Quotient Wealth Partners’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	$914K	Buy	36,874 +5,079	+16%	+$127K	0.02%	126
2025 Q4	$793K	Sell	31,795 -1,514	-5%	-$37.9K	0.02%	140
2025 Q3	$830K	Sell	33,309 -37,800	-53%	-$925K	0.02%	131
2025 Q2	$1.76M	Buy	71,109 +14,329	+25%	+$353K	0.05%	84
2025 Q1	$1.43M	Buy	56,780 +1,140	+2%	+$29.2K	0.05%	92
2024 Q4	$1.42M	Buy	55,640 +465	+0.8%	+$12.1K	0.05%	83
2024 Q3	$1.45M	Sell	55,175 -1,178	-2%	-$30.6K	0.05%	81
2024 Q2	$1.43M	Sell	56,353 -27,110	-32%	-$689K	0.05%	81
2024 Q1	$2.14M	Sell	83,463 -45,873	-35%	-$1.16M	0.08%	71
2023 Q4	$3.27M	Buy	+129,336	New	+$3.13M	0.13%	72

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return