U.S. Capital Wealth Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

U.S. Capital 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
2026 Q1	–	Sell	-8,128	Closed	-$203K	–	1045
2025 Q4	$203K	Sell	8,128 -849	-9%	-$21.3K	0.01%	930
2025 Q3	$224K	Buy	8,977 +154	+2%	+$3.77K	0.01%	866
2025 Q2	$219K	Buy	8,823 +329	+4%	+$8.1K	0.01%	814
2025 Q1	$214K	Sell	8,494 -497	-6%	-$12.7K	0.01%	789
2024 Q4	$230K	Sell	8,991 -880	-9%	-$22.8K	0.01%	748
2024 Q3	$259K	Buy	+9,871	New	+$256K	0.01%	617

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

U.S. Capital Wealth Advisors's HYMB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2026, closing a stake of 8,128 shares — an estimated $203K sold.

U.S. Capital Wealth Advisors first reported a position in HYMB in Q3 2024 and held it in 6 quarters. The position peaked at $259K in Q3 2024. 403 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 8,128 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $203K.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2024 and held it in 6 quarters.
U.S. Capital Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $259K in Q3 2024.
403 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.