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

Strategies Wealth Advisors’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
2025 Q3	–	Sell	-10,950	Closed	-$271K	–	193
2025 Q2	$271K	Buy	10,950 +2,409	+28%	+$59.3K	0.03%	153
2025 Q1	$215K	Sell	8,541 -1,564	-15%	-$40.1K	0.03%	165
2024 Q4	$261K	Sell	10,105 -946	-9%	-$24.5K	0.03%	110
2024 Q3	$290K	Buy	11,051 +2,714	+33%	+$70.4K	0.04%	79
2024 Q2	$212K	Sell	8,337 -670	-7%	-$17K	0.03%	85
2024 Q1	$231K	Sell	9,007 -1,252	-12%	-$31.8K	0.04%	87
2023 Q4	$260K	Sell	10,259 -384	-4%	-$9.28K	0.04%	75
2023 Q3	$254K	Sell	10,643 -889	-8%	-$21.9K	0.05%	69
2023 Q2	$288K	Sell	11,532 -3,152	-21%	-$78.4K	0.06%	72
2023 Q1	$368K	Sell	14,684 -4,980	-25%	-$125K	0.08%	61
2022 Q4	$481K	Buy	+19,664	New	+$479K	0.12%	53
2022 Q2	$284K	Buy	+11,050	New	+$289K	0.08%	73

Other funds holding HYMB

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

CCWA

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

Strategies Wealth Advisors's HYMB Position: Q3 2025 in Review

Strategies Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2025, closing a stake of 10,950 shares — an estimated $271K sold.

Strategies Wealth Advisors first reported a position in HYMB in Q2 2022 and held it in 12 quarters. The position peaked at $481K in Q4 2022. 386 funds tracked by Wall St. Rank hold HYMB as of Q3 2025.

Strategies Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Strategies Wealth Advisors sold 10,950 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2025, an estimated $271K.
Strategies Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2022 and held it in 12 quarters.
Strategies Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $481K in Q4 2022.
386 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2025.

Based on Strategies Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.