Position Size ($1000s)
$56,350
| $55,035
| $53,440
| | 06/30/2025 | 09/30/2025 | 12/31/2025 | Share Count
2,274,020
| 2,207,601
| 2,142,746
| | 06/30/2025 | 09/30/2025 | 12/31/2025 |
|
| Entity | 12/31/2025 Amount |
12/31/2025 Position Size ($ in 1000's) |
SPDR SERIES TRUST (HYMB) |
2,142,746 |
$53,440 | | HYMB | 2,142,746 | $53,440 |
 |
| Entity | 09/30/2025 Amount |
09/30/2025 Position Size ($ in 1000's) |
SPDR SERIES TRUST (HYMB) |
2,207,601 |
$55,035 | | HYMB | 2,207,601 | $55,035 |
 |
| Entity | 06/30/2025 Amount |
06/30/2025 Position Size ($ in 1000's) |
SPDR SERIES TRUST (HYMB) |
2,274,020 |
$56,350 | | HYMB | 2,274,020 | $56,350 |
Top Stocks Held at 12/31/2025: IEFA, VB, IVV, SJNK, USHY, More »
Size ($ in 1000's)
At 12/31/2025: $4,190,381 At 09/30/2025: $4,053,029 At 06/30/2025: $3,677,698
GRIMES & Co WEALTH MANAGEMENT LLC Top Holdings
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