Betterment LLC’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Betterment LLC’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	$519K	Buy	20,385 +614	+3%	+$15.4K	﹤0.01%	473
2026 Q1	$490K	Sell	19,771 -20,346	-51%	-$510K	﹤0.01%	441
2025 Q4	$1M	Sell	40,117 -19,482	-33%	-$488K	﹤0.01%	298
2025 Q3	$1.49M	Sell	59,599 -196,690	-77%	-$4.81M	﹤0.01%	252
2025 Q2	$6.35M	Sell	256,289 -193,076	-43%	-$4.76M	0.01%	143
2025 Q1	$11.3M	Sell	449,365 -11,428	-2%	-$293K	0.03%	105
2024 Q4	$11.8M	Buy	460,793 +19,249	+4%	+$499K	0.03%	100
2024 Q3	$11.6M	Buy	441,544 +51,617	+13%	+$1.34M	0.03%	93
2024 Q2	$9.92M	Buy	389,927 +31,460	+9%	+$800K	0.03%	91
2024 Q1	$9.21M	Sell	358,467 -30,853	-8%	-$783K	0.02%	87
2023 Q4	$9.85M	Buy	389,320 +344,110	+761%	+$8.32M	0.03%	72
2023 Q3	$1.08M	Buy	45,210 +29,283	+184%	+$723K	﹤0.01%	154
2023 Q2	$398K	Buy	+15,927	New	+$396K	﹤0.01%	217
2022 Q2	–	Sell	-10,170	Closed	-$280K	–	229
2022 Q1	$280K	Buy	+10,170	New	+$293K	﹤0.01%	205

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

Betterment LLC's HYMB Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 3.1% in Q2 2026, buying an estimated $15.4K and bringing the position to 20,385 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Betterment LLC first reported a position in HYMB in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.8M in Q4 2024. 422 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Betterment LLC held 20,385 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $519K as of Q2 2026.
Betterment LLC bought 614 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $15.4K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #473 holding.
Betterment LLC first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2022 and has held it in 14 quarters since.
Betterment LLC's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $11.8M in Q4 2024.
422 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.