Caldwell Trust
HYMB icon

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

Caldwell Trust’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
Q3 		$63.2K Sell
2,691
-932
-26% -$23K 0.01% 470
2026
Q2 		$92.2K Sell
3,623
-5,739
-61% -$144K 0.01% 423
2026
Q1 		$232K Hold
9,362
– – 0.02% 317
2025
Q4 		$233K Sell
9,362
-3,996
-30% -$100K 0.02% 308
2025
Q3 		$333K Sell
13,358
-1,500
-10% -$36.7K 0.03% 266
2025
Q2 		$368K Hold
14,858
– – 0.04% 249
2025
Q1 		$375K Hold
14,858
– – 0.04% 238
2024
Q4 		$380K Buy
14,858
+46
+0.3% +$1.19K 0.04% 240
2024
Q3 		$389K Sell
14,812
-3,000
-17% -$77.8K 0.04% 244
2024
Q2 		$453K Sell
17,812
-510
-3% -$13K 0.05% 221
2024
Q1 		$471K Sell
18,322
-520
-3% -$13.2K 0.05% 226
2023
Q4 		$477K Sell
18,842
-3,600
-16% -$87K 0.06% 213
2023
Q3 		$535K Sell
22,442
-1,280
-5% -$31.6K 0.07% 193
2023
Q2 		$593K Sell
23,722
-540
-2% -$13.4K 0.08% 186
2023
Q1 		$608K Hold
24,262
– – 0.08% 179
2022
Q4 		$594K Sell
24,262
-5,188
-18% -$126K 0.08% 183
2022
Q3 		$706K Hold
29,450
– – 0.1% 157
2022
Q2 		$757K Sell
29,450
-200
-0.7% -$5.23K 0.1% 150
2022
Q1 		$818K Sell
29,650
-690
-2% -$19.9K 0.1% 160
2021
Q4 		$911K Buy
30,340
+4,496
+17% +$134K 0.1% 148
2021
Q3 		$775K Buy
25,844
+954
+4% +$29K 0.1% 155
2021
Q2 		$757K Sell
24,890
-1,180
-5% -$35.4K 0.1% 156
2021
Q1 		$773K Buy
26,070
+400
+2% +$11.9K 0.11% 148
2020
Q4 		$757K Hold
25,670
– – 0.11% 136
2020
Q3 		$730K Sell
25,670
-400
-2% -$11.4K 0.12% 128
2020
Q2 		$735K Sell
26,070
-2,100
-7% -$56.9K 0.12% 130
2020
Q1 		$771K Sell
28,170
-7,550
-21% -$218K 0.15% 123
2019
Q4 		$1.05M Buy
+35,720
New +$1.05M 0.16% 123

Other funds holding HYMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Caldwell Trust's HYMB Position: Q3 2026 in Review

Caldwell Trust reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 26% in Q3 2026, selling an estimated $23K and leaving 2,691 shares worth $63.2K. The position accounts for 0.01% of the portfolio, ranked #470.

Caldwell Trust first reported a position in HYMB in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.05M in Q4 2019. 285 funds tracked by Wall St. Rank hold HYMB as of Q3 2026.

  • Caldwell Trust held 2,691 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $63.2K as of Q3 2026.
  • Caldwell Trust sold 932 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2026, an estimated $23K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #470 holding.
  • Caldwell Trust first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.05M in Q4 2019.
  • 285 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.