Vishria Bird Financial Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Vishria Bird Financial Group’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	-219,173	Closed	-$5.43M	–	99
2025 Q2	$5.43M	Sell	219,173 -2,348	-1%	-$57.8K	1.81%	20
2025 Q1	$5.59M	Sell	221,521 -2,365	-1%	-$60.7K	1.9%	19
2024 Q4	$5.73M	Sell	223,886 -1,885	-0.8%	-$48.9K	2.01%	18
2024 Q3	$5.93M	Hold	225,771	–	–	2.25%	17
2024 Q2	$5.74M	Hold	225,771	–	–	2.41%	16
2024 Q1	$5.8M	Buy	225,771 +603	+0.3%	+$15.3K	2.48%	16
2023 Q4	$5.7M	Buy	+225,168	New	+$5.44M	2.69%	15

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 $4.62B AUM 29.71% 1-Year Est. Return

CCWA

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

Vishria Bird Financial Group's HYMB Position: Q3 2025 in Review

Vishria Bird Financial Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2025, closing a stake of 219,173 shares — an estimated $5.43M sold.

Vishria Bird Financial Group first reported a position in HYMB in Q4 2023 and held it in 7 quarters. The position peaked at $5.93M in Q3 2024. 386 funds tracked by Wall St. Rank hold HYMB as of Q3 2025.

Vishria Bird Financial Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Vishria Bird Financial Group sold 219,173 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2025, an estimated $5.43M.
Vishria Bird Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and held it in 7 quarters.
Vishria Bird Financial Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $5.93M in Q3 2024.
386 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.