Accurate Wealth Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Accurate Wealth Management’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	–	Sell	-23,893	Closed	-$599K	–	547
2025 Q4	$599K	Sell	23,893 -48	-0.2%	-$1.2K	0.08%	268
2025 Q3	$599K	Buy	23,941 +33	+0.1%	+$807	0.08%	258
2025 Q2	$589K	Hold	23,908	–	–	0.09%	230
2025 Q1	$579K	Hold	23,908	–	–	0.11%	189
2024 Q4	$606K	Sell	23,908 -147	-0.6%	-$3.81K	0.12%	181
2024 Q3	$629K	Sell	24,055 -2,137	-8%	-$55.4K	0.13%	162
2024 Q2	$675K	Hold	26,192	–	–	0.16%	132
2024 Q1	$663K	Sell	26,192 -841	-3%	-$21.4K	0.19%	118
2023 Q4	$682K	Buy	27,033 +531	+2%	+$12.8K	0.21%	105
2023 Q3	$619K	Buy	+26,502	New	+$654K	0.19%	114
2023 Q1	–	Sell	-1,596	Closed	-$39.9K	–	781
2022 Q4	$39.9K	Buy	+1,596	New	+$38.9K	0.01%	508

Other funds holding HYMB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CCWA

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

Accurate Wealth Management's HYMB Position: Q1 2026 in Review

Accurate Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2026, closing a stake of 23,893 shares — an estimated $599K sold.

Accurate Wealth Management first reported a position in HYMB in Q4 2022 and held it in 11 quarters. The position peaked at $682K in Q4 2023. 403 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Accurate Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Accurate Wealth Management sold 23,893 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $599K.
Accurate Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2022 and held it in 11 quarters.
Accurate Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $682K in Q4 2023.
403 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.