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

Sunrise Financial 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 Q1	–	Sell	-130	Closed	-$3.24K	–	627
2025 Q4	$3.24K	Buy	+130	New	+$3.26K	﹤0.01%	298

Other funds holding HYMB

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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

Sunrise Financial Services's HYMB Position: Q1 2026 in Review

Sunrise Financial Services sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2026, closing a stake of 130 shares — an estimated $3.24K sold.

Sunrise Financial Services first reported a position in HYMB in Q4 2025 and held it in 1 quarter. The position peaked at $3.24K in Q4 2025. 403 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Sunrise Financial Services reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Sunrise Financial Services sold 130 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $3.24K.
Sunrise Financial Services first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
Sunrise Financial Services's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $3.24K in Q4 2025.
403 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Sunrise Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.