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Wealthspire Advisors (New York)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Wealthspire Advisors (New York)’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 		$8.58M Sell
346,081
-5,865
-2% -$147K 0.07% 127
2025
Q4 		$8.78M Sell
351,946
-4,264
-1% -$107K 0.07% 127
2025
Q3 		$8.88M Sell
356,210
-50,436
-12% -$1.23M 0.05% 123
2025
Q2 		$10.1M Buy
406,646
+34,707
+9% +$855K 0.06% 113
2025
Q1 		$9.38M Sell
371,939
-71,833
-16% -$1.84M 0.06% 117
2024
Q4 		$11.4M Sell
443,772
-456,520
-51% -$11.8M 0.11% 91
2024
Q3 		$23.7M Buy
+900,292
New +$23.4M 0.24% 62

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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APP
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CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return