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Calton & Associates’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Calton & Associates’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 		– Sell
-10,204
Closed -$253K – 444
2026
Q1 		$253K Sell
10,204
-1,596
-14% -$40K 0.04% 356
2025
Q4 		$294K Buy
11,800
+1,236
+12% +$31K 0.04% 333
2025
Q3 		$263K Buy
10,564
+186
+2% +$4.55K 0.04% 352
2025
Q2 		$257K Buy
+10,378
New +$256K 0.04% 312
2024
Q1 		– Sell
-29,429
Closed -$745K – 216
2023
Q4 		$745K Buy
+29,429
New +$711K 0.3% 81
2023
Q3 		– Sell
-26,112
Closed -$653K – 178
2023
Q2 		$653K Buy
26,112
+1,654
+7% +$41.1K 0.3% 80
2023
Q1 		$612K Sell
24,458
-4,670
-16% -$117K 0.28% 87
2022
Q4 		$713K Buy
29,128
+7,544
+35% +$184K 0.28% 86
2022
Q3 		$517K Sell
21,584
-1,526
-7% -$39.2K 0.3% 83
2022
Q2 		$593K Sell
23,110
-14,704
-39% -$385K 0.33% 79
2022
Q1 		$1.04M Buy
37,814
+1,930
+5% +$55.6K 0.31% 80
2021
Q4 		$1.08M Sell
35,884
-154
-0.4% -$4.6K 0.29% 92
2021
Q3 		$1.08M Buy
36,038
+2,878
+9% +$87.4K 0.24% 109
2021
Q2 		$1.01M Buy
33,160
+1,776
+6% +$53.3K 0.19% 111
2021
Q1 		$931K Buy
31,384
+926
+3% +$27.5K 0.18% 111
2020
Q4 		$898K Buy
30,458
+798
+3% +$23K 0.16% 116
2020
Q3 		$843K Buy
29,660
+1,306
+5% +$37.2K 0.17% 106
2020
Q2 		$799K Sell
28,354
-448
-2% -$12.1K 0.17% 101
2020
Q1 		$788K Buy
28,802
+4,104
+17% +$119K 0.2% 98
2019
Q4 		$729K Buy
24,698
+14,454
+141% +$427K 0.15% 127
2019
Q3 		$304K Buy
+10,244
New +$302K 0.07% 236
2018
Q3 		– Sell
-8,736
Closed -$246K – 304
2018
Q2 		$246K Buy
+8,736
New +$245K 0.07% 229
2018
Q1 		– Sell
-6,218
Closed -$173K – 761
2017
Q4 		$173K Buy
+6,218
New +$173K 0.04% 375

Other funds holding HYMB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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

Calton & Associates's HYMB Position: Q2 2026 in Review

Calton & Associates sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2026, closing a stake of 10,204 shares — an estimated $253K sold.

Calton & Associates first reported a position in HYMB in Q4 2017 and held it in 23 quarters. The position peaked at $1.08M in Q3 2021. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

  • Calton & Associates reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 10,204 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $253K.
  • Calton & Associates first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2017 and held it in 23 quarters.
  • Calton & Associates's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.08M in Q3 2021.
  • 423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.