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

Sincerus Advisory’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	$267K	Buy	10,478 +400	+4%	+$10K	0.18%	69
2026 Q1	$250K	Buy	10,078 +171	+2%	+$4.29K	0.19%	66
2025 Q4	$247K	Sell	9,907 -607	-6%	-$15.2K	0.2%	63
2025 Q3	$262K	Sell	10,514 -1,204	-10%	-$29.5K	0.22%	60
2025 Q2	$284K	Sell	11,718 -1,617	-12%	-$39.8K	0.27%	58
2025 Q1	$336K	Sell	13,335 -275	-2%	-$7.05K	0.35%	47
2024 Q4	$348K	Buy	+13,610	New	+$353K	0.37%	46

Other funds holding HYMB

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

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

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return