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

Dogwood 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	$1.94M	Buy	76,422 +412	+0.5%	+$10.4K	0.77%	28
2026 Q1	$1.89M	Buy	76,010 +1,776	+2%	+$44.6K	0.82%	28
2025 Q4	$1.85M	Sell	74,234 -8,781	-11%	-$220K	0.81%	29
2025 Q3	$2.07M	Buy	83,015 +3,213	+4%	+$78.6K	0.94%	26
2025 Q2	$1.96M	Sell	79,802 -4,018	-5%	-$99K	0.96%	28
2025 Q1	$2.11M	Sell	83,820 -779	-0.9%	-$20K	1.11%	24
2024 Q4	$2.16M	Sell	84,599 -3,153	-4%	-$81.8K	1.14%	22
2024 Q3	$2.31M	Buy	87,752 +616	+0.7%	+$16K	1.33%	22
2024 Q2	$2.22M	Buy	87,136 +1,128	+1%	+$28.7K	1.37%	23
2024 Q1	$2.21M	Buy	86,008 +35,496	+70%	+$901K	1.49%	20
2023 Q4	$1.28M	Buy	+50,512	New	+$1.22M	1%	25

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

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

Dogwood Wealth Management increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.54% in Q2 2026, buying an estimated $10.4K and bringing the position to 76,422 shares worth $1.94M. The position accounts for 0.77% of the portfolio, ranked #28.

Dogwood Wealth Management first reported a position in HYMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.31M in Q3 2024. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Dogwood Wealth Management held 76,422 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $1.94M as of Q2 2026.
Dogwood Wealth Management bought 412 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $10.4K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.77% of Dogwood Wealth Management's portfolio in Q2 2026, its #28 holding.
Dogwood Wealth Management 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.
Dogwood Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $2.31M in Q3 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 Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.