Trust Point Inc’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Trust Point Inc’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	$1.68M	Buy	65,995 +39,168	+146%	+$984K	0.14%	85
2026 Q1	$665K	Sell	26,827 -4,912	-15%	-$123K	0.06%	182
2025 Q4	$792K	Sell	31,739 -2,505	-7%	-$62.8K	0.06%	154
2025 Q3	$854K	Sell	34,244 -3,032	-8%	-$74.2K	0.07%	141
2025 Q2	$924K	Buy	37,276 +17,722	+91%	+$436K	0.09%	115
2025 Q1	$493K	Sell	19,554 -14,869	-43%	-$381K	0.05%	220
2024 Q4	$881K	Buy	34,423 +13,443	+64%	+$349K	0.06%	181
2024 Q3	$551K	Hold	20,980	–	–	0.04%	268
2024 Q2	$534K	Hold	20,980	–	–	0.04%	255
2024 Q1	$539K	Sell	20,980 -67,287	-76%	-$1.71M	0.04%	269
2023 Q4	$2.23M	Buy	+88,267	New	+$2.13M	0.18%	60

Other funds holding HYMB

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

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

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return