Carson Wealth (CWM LLC)
HYMB icon

Carson Wealth (CWM LLC)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Carson Wealth (CWM 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
Q1 		$546K Sell
22,008
-7,430
-25% -$186K ﹤0.01% 1945
2025
Q4 		$734K Sell
29,438
-7,838
-21% -$196K ﹤0.01% 1678
2025
Q3 		$929K Sell
37,276
-2,647
-7% -$64.8K ﹤0.01% 1454
2025
Q2 		$989K Buy
39,923
+19,716
+98% +$486K ﹤0.01% 1243
2025
Q1 		$510K Buy
20,207
+458
+2% +$11.7K ﹤0.01% 1434
2024
Q4 		$505K Buy
19,749
+10,514
+114% +$273K ﹤0.01% 1377
2024
Q3 		$243K Buy
9,235
+2,192
+31% +$56.9K ﹤0.01% 1653
2024
Q2 		$179K Buy
7,043
+294
+4% +$7.47K ﹤0.01% 1642
2024
Q1 		$173K Sell
6,749
-2,342
-26% -$59.5K ﹤0.01% 1582
2023
Q4 		$230K Buy
9,091
+2,077
+30% +$50.2K ﹤0.01% 1355
2023
Q3 		$167K Buy
7,014
+277
+4% +$6.84K ﹤0.01% 1381
2023
Q2 		$168K Buy
6,737
+3,952
+142% +$98.3K ﹤0.01% 1322
2023
Q1 		$70K Buy
2,785
+743
+36% +$18.6K ﹤0.01% 1682
2022
Q4 		$50K Sell
2,042
-2,224
-52% -$54.2K ﹤0.01% 1734
2022
Q3 		$102K Sell
4,266
-2,376
-36% -$61K ﹤0.01% 1318
2022
Q2 		$171K Buy
6,642
+1,086
+20% +$28.4K ﹤0.01% 1101
2022
Q1 		$153K Buy
5,556
+1,830
+49% +$52.7K ﹤0.01% 1157
2021
Q4 		$112K Buy
+3,726
New +$111K ﹤0.01% 1252
2021
Q2 		$10K Hold
342
– – ﹤0.01% 2104
2021
Q1 		$10K Hold
342
– – ﹤0.01% 2104
2020
Q4 		$10K Hold
342
– – ﹤0.01% 2104
2020
Q3 		$10K Hold
342
– – ﹤0.01% 2104
2020
Q2 		$10K Hold
342
– – ﹤0.01% 2104
2020
Q1 		$10K Hold
342
– – ﹤0.01% 2104
2019
Q4 		$10K Hold
342
– – ﹤0.01% 2104
2019
Q3 		$10K Hold
342
– – ﹤0.01% 2104
2019
Q2 		$10K Hold
342
– – ﹤0.01% 2104
2019
Q1 		$10K Buy
+342
New +$9.61K ﹤0.01% 2104
2018
Q1 		– Sell
-1,100
Closed -$31K – 1467
2017
Q4 		$31K Sell
1,100
-302
-22% -$8.42K ﹤0.01% 616
2017
Q3 		$40K Buy
1,402
+302
+27% +$8.65K ﹤0.01% 557
2017
Q2 		$31K Sell
1,100
-868
-44% -$24.7K ﹤0.01% 565
2017
Q1 		$56K Buy
1,968
+778
+65% +$21.9K ﹤0.01% 437
2016
Q4 		$33K Hold
1,190
– – ﹤0.01% 503
2016
Q3 		$35K Hold
1,190
– – ﹤0.01% 475
2016
Q2 		$36K Hold
1,190
– – ﹤0.01% 406
2016
Q1 		$34K Buy
+1,190
New +$34K ﹤0.01% 385

Other funds holding HYMB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HYMB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 25% in Q1 2026, selling an estimated $186K and leaving 22,008 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Carson Wealth (CWM LLC) first reported a position in HYMB in Q1 2016 and has held it in 36 quarters since. The position peaked at $989K in Q2 2025. 403 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,008 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $546K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,430 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $186K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1945 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2016 and has held it in 36 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $989K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.