Concurrent Investment Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Concurrent Investment 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	$1.45M	Buy	56,835 +29,190	+106%	+$733K	0.01%	840
2026 Q1	$686K	Buy	27,645 +3,736	+16%	+$93.7K	0.01%	1067
2025 Q4	$596K	Buy	23,909 +5,940	+33%	+$149K	0.01%	1068
2025 Q3	$448K	Sell	17,969 -201	-1%	-$4.92K	0.01%	959
2025 Q2	$450K	Buy	18,170 +8,270	+84%	+$204K	0.01%	889
2025 Q1	$250K	Sell	9,900 -2,926	-23%	-$75K	0.01%	1015
2024 Q4	$328K	Sell	12,826 -119	-0.9%	-$3.09K	0.01%	794
2024 Q3	$340K	Sell	12,945 -657	-5%	-$17K	0.01%	740
2024 Q2	$346K	Sell	13,602 -258	-2%	-$6.56K	0.01%	694
2024 Q1	$356K	Buy	13,860 +277	+2%	+$7.03K	0.01%	631
2023 Q4	$344K	Buy	+13,583	New	+$328K	0.02%	608

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

Concurrent Investment Advisors's HYMB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 106% in Q2 2026, buying an estimated $733K and bringing the position to 56,835 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #840.

Concurrent Investment Advisors first reported a position in HYMB in Q4 2023 and has held it in 11 quarters since. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Concurrent Investment Advisors held 56,835 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $1.45M as of Q2 2026.
Concurrent Investment Advisors bought 29,190 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $733K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #840 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and has held it in 11 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.