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Avantax Planning Partners’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Avantax Planning Partners’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 		$41.7M Buy
1,681,599
+19,180
+1% +$481K 1.14% 17
2025
Q4 		$41.5M Sell
1,662,419
-43,810
-3% -$1.1M 1.16% 17
2025
Q3 		$42.5M Sell
1,706,229
-1,023,436
-37% -$25M 1.22% 17
2025
Q2 		$67.6M Buy
2,729,665
+484,723
+22% +$11.9M 2.15% 9
2025
Q1 		$56.6M Buy
2,244,942
+240,238
+12% +$6.16M 2% 9
2024
Q4 		$51.3M Sell
2,004,704
-26,849
-1% -$696K 1.85% 9
2024
Q3 		$53.4M Sell
2,031,553
-678,059
-25% -$17.6M 1.91% 8
2024
Q2 		$68.9M Sell
2,709,612
-104,075
-4% -$2.65M 2.22% 8
2024
Q1 		$72.3M Sell
2,813,687
-79,966
-3% -$2.03M 2.34% 7
2023
Q4 		$73.2M Sell
2,893,653
-128,066
-4% -$3.09M 2.79% 7
2023
Q3 		$72M Buy
3,021,719
+736,338
+32% +$18.2M 3.01% 7
2023
Q2 		$57.2M Sell
2,285,381
-254,580
-10% -$6.33M 2.27% 8
2023
Q1 		$63.6M Sell
2,539,961
-35,203
-1% -$880K 2.58% 8
2022
Q4 		$63.1M Buy
2,575,164
+324,190
+14% +$7.9M 2.5% 8
2022
Q3 		$53.9M Sell
2,250,974
-624,370
-22% -$16M 2.43% 9
2022
Q2 		$73.9M Buy
2,875,344
+1,214,180
+73% +$31.8M 3.16% 7
2022
Q1 		$45.8M Buy
1,661,164
+1,079,090
+185% +$31.1M 1.82% 9
2021
Q4 		$17.5M Buy
582,074
+71,710
+14% +$2.14M 0.72% 11
2021
Q3 		$15.3M Sell
510,364
-4,766
-0.9% -$145K 0.71% 12
2021
Q2 		$15.7M Sell
515,130
-23,852
-4% -$716K 0.73% 12
2021
Q1 		$16M Sell
538,982
-22,460
-4% -$667K 0.82% 10
2020
Q4 		$16.6M Sell
561,442
-155,044
-22% -$4.46M 0.85% 10
2020
Q3 		$20.4M Sell
716,486
-32,226
-4% -$919K 1.08% 8
2020
Q2 		$21.1M Buy
748,712
+661,314
+757% +$17.9M 1.19% 7
2020
Q1 		$2.39M Sell
87,398
-2,380
-3% -$68.8K 0.17% 46
2019
Q4 		$2.65M Sell
89,778
-440
-0.5% -$13K 0.16% 55
2019
Q3 		$2.68M Sell
90,218
-6,470
-7% -$191K 0.16% 53
2019
Q2 		$2.82M Sell
96,688
-30,090
-24% -$870K 0.18% 47
2019
Q1 		$3.64M Sell
126,778
-1,301,398
-91% -$36.6M 0.25% 35
2018
Q4 		$40M Buy
1,428,176
+1,426,632
+92,398% +$39.7M 3.02% 10
2018
Q3 		$43K Buy
+1,544
New +$43.6K ﹤0.01% 522
2018
Q2 		– Sell
-3,912
Closed -$109K – 783
2018
Q1 		$109K Buy
+3,912
New +$109K 0.01% 396
2017
Q1 		– Sell
-10,690
Closed -$299K – 340
2016
Q4 		$299K Buy
+10,690
New +$304K 0.03% 229

Other funds holding HYMB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Avantax Planning Partners's HYMB Position: Q1 2026 in Review

Avantax Planning Partners increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 1.2% in Q1 2026, buying an estimated $481K and bringing the position to 1,681,599 shares worth $41.7M. The position accounts for 1.14% of the portfolio, ranked #17.

Avantax Planning Partners first reported a position in HYMB in Q4 2016 and has held it in 33 quarters since. The position peaked at $73.9M in Q2 2022. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

  • Avantax Planning Partners held 1,681,599 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $41.7M as of Q1 2026.
  • Avantax Planning Partners bought 19,180 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $481K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 1.14% of Avantax Planning Partners's portfolio in Q1 2026, its #17 holding.
  • Avantax Planning Partners first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2016 and has held it in 33 quarters since.
  • Avantax Planning Partners's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $73.9M in Q2 2022.
  • 401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.