Creative Planning’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Creative Planning’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	$1.81M	Sell	73,151 -8,744	-11%	-$219K	﹤0.01%	1975
2025 Q4	$2.04M	Buy	81,895 +31,350	+62%	+$786K	﹤0.01%	1719
2025 Q3	$1.26M	Sell	50,545 -3,791	-7%	-$92.8K	﹤0.01%	1910
2025 Q2	$1.35M	Sell	54,336 -7,452	-12%	-$184K	﹤0.01%	1620
2025 Q1	$1.56M	Buy	61,788 +4,641	+8%	+$119K	﹤0.01%	1373
2024 Q4	$1.46M	Sell	57,147 -1,198	-2%	-$31.1K	﹤0.01%	1351
2024 Q3	$1.53M	Buy	58,345 +4,766	+9%	+$124K	﹤0.01%	1224
2024 Q2	$1.36M	Sell	53,579 -7,867	-13%	-$200K	﹤0.01%	1205
2024 Q1	$1.58M	Buy	61,446 +14,504	+31%	+$368K	﹤0.01%	1073
2023 Q4	$1.19M	Sell	46,942 -6,232	-12%	-$151K	﹤0.01%	1150
2023 Q3	$1.27M	Buy	53,174 +14,925	+39%	+$368K	﹤0.01%	1056
2023 Q2	$957K	Buy	38,249 +280	+0.7%	+$6.97K	﹤0.01%	1151
2023 Q1	$951K	Buy	37,969 +22,153	+140%	+$554K	﹤0.01%	1105
2022 Q4	$387K	Buy	15,816 +4,192	+36%	+$102K	﹤0.01%	1561
2022 Q3	$279K	Buy	+11,624	New	+$298K	﹤0.01%	1694
2021 Q4	–	Sell	-13,918	Closed	-$417K	–	2149
2021 Q3	$417K	Sell	13,918 -5,184	-27%	-$157K	﹤0.01%	1390
2021 Q2	$581K	Buy	+19,102	New	+$574K	﹤0.01%	1194
2020 Q2	–	Sell	-23,104	Closed	-$632K	–	2067
2020 Q1	$632K	Hold	23,104	–	–	﹤0.01%	834
2019 Q4	$682K	Sell	23,104 -1,670	-7%	-$49.3K	﹤0.01%	956
2019 Q3	$735K	Buy	24,774 +558	+2%	+$16.4K	﹤0.01%	880
2019 Q2	$708K	Buy	24,216 +1,088	+5%	+$31.4K	﹤0.01%	901
2019 Q1	$664K	Sell	23,128 -200	-0.9%	-$5.62K	﹤0.01%	902
2018 Q4	$654K	Hold	23,328	–	–	﹤0.01%	840
2018 Q3	$656K	Sell	23,328 -1,976	-8%	-$55.8K	﹤0.01%	941
2018 Q2	$715K	Sell	25,304 -1,054	-4%	-$29.5K	﹤0.01%	903
2018 Q1	$735K	Sell	26,358 -1,250	-5%	-$34.7K	﹤0.01%	890
2017 Q4	$768K	Buy	27,608 +726	+3%	+$20.2K	﹤0.01%	852
2017 Q3	$767K	Sell	26,882 -56,614	-68%	-$1.62M	﹤0.01%	830
2017 Q2	$2.37M	Sell	83,496 -3,468	-4%	-$98.9K	0.01%	388
2017 Q1	$2.46M	Buy	86,964 +8,774	+11%	+$247K	0.01%	362
2016 Q4	$2.19M	Buy	78,190 +11,010	+16%	+$313K	0.01%	382
2016 Q3	$1.99M	Buy	67,180 +5,948	+10%	+$177K	0.01%	381
2016 Q2	$1.83M	Sell	61,232 -7,842	-11%	-$229K	0.01%	355
2016 Q1	$1.99M	Buy	69,074 +8,660	+14%	+$247K	0.02%	319
2015 Q4	$1.72M	Sell	60,414 -176	-0.3%	-$4.98K	0.01%	352
2015 Q3	$1.72M	Buy	+60,590	New	+$1.69M	0.02%	326
2015 Q2	–	Sell	-2,340	Closed	-$67K	–	1943
2015 Q1	$67K	Buy	+2,340	New	+$67.8K	﹤0.01%	1807

Other funds holding HYMB

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Creative Planning's HYMB Position: Q1 2026 in Review

Creative Planning reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 11% in Q1 2026, selling an estimated $219K and leaving 73,151 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Creative Planning first reported a position in HYMB in Q1 2015 and has held it in 37 quarters since. The position peaked at $2.46M in Q1 2017. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Creative Planning held 73,151 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $1.81M as of Q1 2026.
Creative Planning sold 8,744 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $219K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1975 holding.
Creative Planning first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2015 and has held it in 37 quarters since.
Creative Planning's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $2.46M in Q1 2017.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.