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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$42.7M Buy
1,678,899
+4,974
+0.3% +$125K 0.56% 29
2026
Q1 		$41.5M Sell
1,673,925
-627,585
-27% -$15.7M 0.61% 29
2025
Q4 		$57.4M Buy
2,301,510
+98,843
+4% +$2.48M 0.87% 25
2025
Q3 		$54.9M Buy
2,202,667
+97,954
+5% +$2.4M 0.87% 26
2025
Q2 		$52.2M Buy
2,104,713
+122,365
+6% +$3.01M 0.87% 27
2025
Q1 		$50M Buy
1,982,348
+1,921,120
+3,138% +$49.3M 0.93% 25
2024
Q4 		$1.57M Buy
+61,228
New +$1.59M 0.03% 127
2024
Q2 		– Sell
-25,801
Closed -$663K – 183
2024
Q1 		$663K Sell
25,801
-39,360
-60% -$999K 0.02% 151
2023
Q4 		$1.65M Buy
+65,161
New +$1.57M 0.04% 116
2023
Q1 		– Sell
-200,486
Closed -$4.91M – 195
2022
Q4 		$4.91M Buy
+200,486
New +$4.88M 0.18% 65
2022
Q2 		– Sell
-178,946
Closed -$4.93M – 186
2022
Q1 		$4.93M Buy
+178,946
New +$5.15M 0.18% 64
2021
Q4 		– Sell
-8,580
Closed -$257K – 219
2021
Q3 		$257K Buy
8,580
+180
+2% +$5.46K 0.01% 281
2021
Q2 		$255K Buy
+8,400
New +$252K 0.01% 283
2019
Q1 		– Sell
-123,794
Closed -$3.47M – 122
2018
Q4 		$3.47M Buy
+123,794
New +$3.44M 0.35% 48
2017
Q1 		– Sell
-229,884
Closed -$6.43M – 135
2016
Q4 		$6.43M Buy
+229,884
New +$6.54M 0.74% 32

Other funds holding HYMB

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's HYMB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.3% in Q2 2026, buying an estimated $125K and bringing the position to 1,678,899 shares worth $42.7M. The position accounts for 0.56% of the portfolio, ranked #29.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in HYMB in Q4 2016 and has held it in 15 quarters since. The position peaked at $57.4M in Q4 2025. 118 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 1,678,899 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $42.7M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 4,974 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $125K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.56% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2016 and has held it in 15 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $57.4M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.