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

Carson Advisory’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	$516K	Buy	20,300 +3,000	+17%	+$75.4K	0.24%	96
2026 Q1	$429K	Buy	17,300 +3,700	+27%	+$92.8K	0.22%	96
2025 Q4	$339K	Buy	+13,600	New	+$341K	0.18%	116

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

Carson Advisory's HYMB Position: Q2 2026 in Review

Carson Advisory increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 17% in Q2 2026, buying an estimated $75.4K and bringing the position to 20,300 shares worth $516K. The position accounts for 0.24% of the portfolio, ranked #96.

Carson Advisory first reported a position in HYMB in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Carson Advisory held 20,300 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $516K as of Q2 2026.
Carson Advisory bought 3,000 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $75.4K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.24% of Carson Advisory's portfolio in Q2 2026, its #96 holding.
Carson Advisory first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.