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

Concord Wealth Partners’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	$185K	Buy	+7,278	New	+$183K	0.02%	224
2026 Q1	–	Sell	-7,141	Closed	-$178K	–	462
2025 Q4	$178K	Buy	7,141 +109	+2%	+$2.73K	0.02%	202
2025 Q3	$175K	Buy	+7,032	New	+$172K	0.02%	207
2022 Q1	–	Sell	-20	Closed	-$1K	–	1327
2021 Q4	$1K	Buy	+20	New	+$598	﹤0.01%	1226

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

Concord Wealth Partners's HYMB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2026: 7,278 shares worth $185K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in HYMB as recently as Q4 2025.

Concord Wealth Partners first reported a position in HYMB in Q4 2021 and has held it in 4 quarters since. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Concord Wealth Partners held 7,278 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $185K as of Q2 2026.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #224 holding.
Concord Wealth Partners first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and has held it in 4 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.