AFT Forsyth & Company’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

AFT Forsyth & Company’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 Q2	$476K	Sell	18,700 -1,000	-5%	-$25.1K	0.23%	70
2026 Q1	$489K	Hold	19,700	–	–	0.23%	76
2025 Q4	$491K	Hold	19,700	–	–	0.21%	82
2025 Q3	$491K	Sell	19,700 -1,125	-5%	-$27.5K	0.24%	73
2025 Q2	$516K	Hold	20,825	–	–	0.26%	69
2025 Q1	$525K	Sell	20,825 -8,000	-28%	-$205K	0.28%	76
2024 Q4	$737K	Sell	28,825 -5,400	-16%	-$140K	0.36%	61
2024 Q3	$899K	Sell	34,225 -18,045	-35%	-$468K	0.44%	50
2024 Q2	$1.33M	Hold	52,270	–	–	0.65%	34
2024 Q1	$1.34M	Sell	52,270 -5,130	-9%	-$130K	0.77%	32
2023 Q4	$1.45M	Sell	57,400 -350	-0.6%	-$8.46K	0.91%	32
2023 Q3	$1.38M	Hold	57,750	–	–	1.01%	28
2023 Q2	$1.44M	Hold	57,750	–	–	1.02%	26
2023 Q1	$1.45M	Hold	57,750	–	–	1.12%	24
2022 Q4	$1.41M	Hold	57,750	–	–	1.21%	23
2022 Q3	$1.38M	Sell	57,750 -4,450	-7%	-$114K	1.24%	20
2022 Q2	$1.6M	Hold	62,200	–	–	1.29%	20
2022 Q1	$1.72M	Hold	62,200	–	–	1.09%	21
2021 Q4	$1.87M	Hold	62,200	–	–	0.96%	25
2021 Q3	$1.86M	Sell	62,200 -1,000	-2%	-$30.4K	1%	25
2021 Q2	$1.92M	Hold	63,200	–	–	1.03%	21
2021 Q1	$1.88M	Hold	63,200	–	–	1.12%	19
2020 Q4	$1.86M	Hold	63,200	–	–	1.17%	18
2020 Q3	$1.8M	Buy	63,200 +1,250	+2%	+$35.6K	1.34%	16
2020 Q2	$1.75M	Hold	61,950	–	–	1.47%	14
2020 Q1	$1.69M	Sell	61,950 -400	-0.6%	-$11.6K	1.7%	11
2019 Q4	$1.84M	Hold	62,350	–	–	1.4%	18
2019 Q3	$1.85M	Hold	62,350	–	–	1.53%	16
2019 Q2	$1.82M	Hold	62,350	–	–	1.5%	14
2019 Q1	$1.79M	Hold	62,350	–	–	1.55%	14
2018 Q4	$1.75M	Buy	62,350 +2,600	+4%	+$72.3K	1.74%	11
2018 Q3	$1.68M	Buy	59,750 +3,200	+6%	+$90.4K	1.39%	16
2018 Q2	$1.6M	Hold	56,550	–	–	1.4%	18
2018 Q1	$1.58M	Buy	56,550 +9,000	+19%	+$250K	1.47%	16
2017 Q4	$1.32M	Buy	+47,550	New	+$1.33M	1.29%	21
2013 Q3	$1.03M	Buy	39,550 +3,000	+8%	+$76.7K	1.34%	14
2013 Q2	$984K	Buy	+36,550	New	+$1.05M	1.41%	16

Other funds holding HYMB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CCWA

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

AFT Forsyth & Company's HYMB Position: Q2 2026 in Review

AFT Forsyth & Company reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 5.1% in Q2 2026, selling an estimated $25.1K and leaving 18,700 shares worth $476K. The position accounts for 0.23% of the portfolio, ranked #70.

AFT Forsyth & Company first reported a position in HYMB in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.92M in Q2 2021. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

AFT Forsyth & Company held 18,700 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $476K as of Q2 2026.
AFT Forsyth & Company sold 1,000 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $25.1K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.23% of AFT Forsyth & Company's portfolio in Q2 2026, its #70 holding.
AFT Forsyth & Company first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2013 and has held it in 37 quarters since.
AFT Forsyth & Company's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.92M in Q2 2021.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.