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

Bogart Wealth 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	$16.7K	Hold	658	–	–	﹤0.01%	841
2026 Q1	$16.3K	Hold	658	–	–	﹤0.01%	775
2025 Q4	$16.4K	Hold	658	–	–	﹤0.01%	727
2025 Q3	$16.4K	Hold	658	–	–	﹤0.01%	715
2025 Q2	$16.3K	Hold	658	–	–	﹤0.01%	679
2025 Q1	$16.6K	Hold	658	–	–	﹤0.01%	632
2024 Q4	$16.8K	Hold	658	–	–	﹤0.01%	622
2024 Q3	$17.3K	Buy	+658	New	+$17.1K	﹤0.01%	580
2022 Q2	–	Sell	-1,704	Closed	-$47K	–	931
2022 Q1	$47K	Sell	1,704 -258	-13%	-$7.43K	﹤0.01%	281
2021 Q4	$59K	Buy	1,962 +150	+8%	+$4.48K	0.01%	245
2021 Q3	$54K	Buy	1,812 +130	+8%	+$3.95K	0.01%	242
2021 Q2	$51K	Buy	1,682 +1,674	+20,925%	+$50.3K	0.01%	238
2021 Q1	$0	Sell	8 -864	-99%	-$25.7K	﹤0.01%	648
2020 Q4	$25K	Buy	872 +28	+3%	+$806	﹤0.01%	252
2020 Q3	$23K	Buy	+844	New	+$24.1K	0.01%	248

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

Bogart Wealth LLC's HYMB Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) position steady in Q2 2026 at 658 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Bogart Wealth LLC first reported a position in HYMB in Q3 2020 and has held it in 15 quarters since. The position peaked at $59K in Q4 2021. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Bogart Wealth LLC held 658 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $16.7K as of Q2 2026.
Bogart Wealth LLC left its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #841 holding.
Bogart Wealth LLC first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2020 and has held it in 15 quarters since.
Bogart Wealth LLC's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $59K in Q4 2021.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.