Collaborative Wealth Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Collaborative Wealth Management’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	$2.12M	Sell	83,262 -4,104	-5%	-$103K	0.89%	24
2026 Q1	$2.17M	Sell	87,366 -233,292	-73%	-$5.85M	0.99%	21
2025 Q4	$8M	Sell	320,658 -4,324	-1%	-$108K	2.82%	8
2025 Q3	$8.1M	Sell	324,982 -3,772	-1%	-$92.3K	3.28%	7
2025 Q2	$8.15M	Buy	328,754 +3,237	+1%	+$79.7K	3.55%	4
2025 Q1	$8.21M	Buy	325,517 +1,862	+0.6%	+$47.8K	3.84%	3
2024 Q4	$8.28M	Buy	323,655 +12,081	+4%	+$313K	3.76%	4
2024 Q3	$8.19M	Buy	311,574 +9,003	+3%	+$234K	3.7%	5
2024 Q2	$7.7M	Buy	302,571 +17,039	+6%	+$433K	3.76%	4
2024 Q1	$7.34M	Buy	285,532 +22,881	+9%	+$581K	3.68%	4
2023 Q4	$6.65M	Buy	262,651 +16,549	+7%	+$400K	3.6%	3
2023 Q3	$5.86M	Buy	246,102 +25,537	+12%	+$630K	3.5%	2
2023 Q2	$5.52M	Buy	220,565 +25,361	+13%	+$631K	3.28%	4
2023 Q1	$4.89M	Buy	195,204 +58,064	+42%	+$1.45M	3.08%	5
2022 Q4	$3.36M	Buy	137,140 +3,754	+3%	+$91.4K	2.21%	8
2022 Q3	$3.2M	Buy	133,386 +9,768	+8%	+$251K	2.26%	8
2022 Q2	$3.18M	Buy	+123,618	New	+$3.24M	2.08%	7
2021 Q4	$3.23M	Buy	+107,684	New	+$3.22M	1.77%	9
2021 Q1	$3.15M	Buy	+114,062	New	+$3.39M	1.81%	9

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

Collaborative Wealth Management's HYMB Position: Q2 2026 in Review

Collaborative Wealth Management reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 4.7% in Q2 2026, selling an estimated $103K and leaving 83,262 shares worth $2.12M. The position accounts for 0.89% of the portfolio, ranked #24.

Collaborative Wealth Management first reported a position in HYMB in Q1 2021 and has held it in 19 quarters since. The position peaked at $8.28M in Q4 2024. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Collaborative Wealth Management held 83,262 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $2.12M as of Q2 2026.
Collaborative Wealth Management sold 4,104 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $103K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.89% of Collaborative Wealth Management's portfolio in Q2 2026, its #24 holding.
Collaborative Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2021 and has held it in 19 quarters since.
Collaborative Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $8.28M in Q4 2024.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.