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

Bernardo Wealth Planning’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	$407K	Sell	16,005 -987	-6%	-$24.8K	0.07%	89
2026 Q1	$421K	Sell	16,992 -1,222	-7%	-$30.7K	0.08%	81
2025 Q4	$454K	Buy	18,214 +4,491	+33%	+$113K	0.09%	78
2025 Q3	$342K	Buy	13,723 +2,981	+28%	+$72.9K	0.07%	90
2025 Q2	$266K	Buy	10,742 +73	+0.7%	+$1.8K	0.06%	97
2025 Q1	$269K	Buy	10,669 +462	+5%	+$11.8K	0.06%	96
2024 Q4	$259K	Buy	10,207 +170	+2%	+$4.41K	0.06%	97
2024 Q3	$263K	Sell	10,037 -2,445	-20%	-$63.4K	0.06%	94
2024 Q2	$318K	Buy	+12,482	New	+$317K	0.09%	75

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

Bernardo Wealth Planning's HYMB Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 5.8% in Q2 2026, selling an estimated $24.8K and leaving 16,005 shares worth $407K. The position accounts for 0.07% of the portfolio, ranked #89.

Bernardo Wealth Planning first reported a position in HYMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $454K in Q4 2025. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Bernardo Wealth Planning held 16,005 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $407K as of Q2 2026.
Bernardo Wealth Planning sold 987 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $24.8K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.07% of Bernardo Wealth Planning's portfolio in Q2 2026, its #89 holding.
Bernardo Wealth Planning first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Bernardo Wealth Planning's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $454K in Q4 2025.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.