Williams & Novak’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Williams & Novak’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	-24,750	Closed	-$613K	–	145
2025 Q2	$613K	Sell	24,750 -305	-1%	-$7.51K	0.52%	53
2025 Q1	$634K	Sell	25,055 -995	-4%	-$25.5K	0.62%	42
2024 Q4	$666K	Sell	26,050 -1,000	-4%	-$25.9K	0.64%	40
2024 Q3	$711K	Buy	27,050 +9,000	+50%	+$234K	0.66%	41
2024 Q2	$459K	Buy	+18,050	New	+$459K	0.43%	57

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 $3.61B AUM 18.46% 1-Year Est. Return

CCWA

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

Williams & Novak's HYMB Position: Q3 2025 in Review

Williams & Novak sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2025, closing a stake of 24,750 shares — an estimated $613K sold.

Williams & Novak first reported a position in HYMB in Q2 2024 and held it in 5 quarters. The position peaked at $711K in Q3 2024. 386 funds tracked by Wall St. Rank hold HYMB as of Q3 2025.

Williams & Novak reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Williams & Novak sold 24,750 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2025, an estimated $613K.
Williams & Novak first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2024 and held it in 5 quarters.
Williams & Novak's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $711K 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 Williams & Novak's 13F filing for Q3 2025, filed 30 Oct 2025.