West Branch Capital’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

West Branch Capital’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 Q2	–	Sell	-82	Closed	-$2.07K	–	500
2025 Q1	$2.07K	Hold	82	–	–	﹤0.01%	395
2024 Q4	$2.1K	Hold	82	–	–	﹤0.01%	384
2024 Q3	$2.15K	Buy	+82	New	+$2.13K	﹤0.01%	374

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

West Branch Capital's HYMB Position: Q2 2025 in Review

West Branch Capital sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2025, closing a stake of 82 shares — an estimated $2.07K sold.

West Branch Capital first reported a position in HYMB in Q3 2024 and held it in 3 quarters. The position peaked at $2.15K in Q3 2024. 391 funds tracked by Wall St. Rank hold HYMB as of Q2 2025.

West Branch Capital reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 82 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2025, an estimated $2.07K.
West Branch Capital first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2024 and held it in 3 quarters.
West Branch Capital's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $2.15K in Q3 2024.
391 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.