SageView Advisory Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

SageView Advisory Group’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	–	Sell	-5,796	Closed	-$145K	–	1405
2025 Q4	$145K	Buy	+5,796	New	+$145K	﹤0.01%	699
2023 Q2	–	Sell	-9,414	Closed	-$236K	–	548
2023 Q1	$236K	Sell	9,414 -2,028	-18%	-$50.7K	0.02%	430
2022 Q4	$280K	Buy	+11,442	New	+$279K	0.02%	336

Other funds holding HYMB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CCWA

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

SageView Advisory Group's HYMB Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2026, closing a stake of 5,796 shares — an estimated $145K sold.

SageView Advisory Group first reported a position in HYMB in Q4 2022 and held it in 3 quarters. The position peaked at $280K in Q4 2022. 403 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 5,796 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $145K.
SageView Advisory Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 3 quarters.
SageView Advisory Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $280K in Q4 2022.
403 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.