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

EP Wealth 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	$6.34M	Sell	249,161 -5,286	-2%	-$133K	0.02%	339
2026 Q1	$6.31M	Buy	+254,447	New	+$6.38M	0.03%	271
2025 Q2	$346K	Sell	13,968 -399	-3%	-$9.83K	﹤0.01%	938
2025 Q1	$362K	Sell	14,367 -7,194	-33%	-$185K	﹤0.01%	831
2024 Q4	$552K	Sell	21,561 -65	-0.3%	-$1.69K	﹤0.01%	657
2024 Q3	$568K	Buy	21,626 +10,806	+100%	+$280K	﹤0.01%	648
2024 Q2	$275K	Buy	10,820 +964	+10%	+$24.5K	﹤0.01%	677
2024 Q1	$253K	Sell	9,856 -3,242	-25%	-$82.3K	﹤0.01%	674
2023 Q4	$331K	Buy	13,098 +5,997	+84%	+$145K	﹤0.01%	590
2023 Q3	$169K	Buy	+7,101	New	+$175K	﹤0.01%	684

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

EP Wealth Advisors's HYMB Position: Q2 2026 in Review

EP Wealth Advisors reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 2.1% in Q2 2026, selling an estimated $133K and leaving 249,161 shares worth $6.34M. The position accounts for 0.02% of the portfolio, ranked #339.

EP Wealth Advisors first reported a position in HYMB in Q3 2023 and has held it in 10 quarters since. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

EP Wealth Advisors held 249,161 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $6.34M as of Q2 2026.
EP Wealth Advisors sold 5,286 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $133K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #339 holding.
EP Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2023 and has held it in 10 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.