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Erickson Financial Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Erickson Financial Group’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 		$4.38M Buy
176,617
+26,389
+18% +$662K 2.74% 10
2025
Q4 		$3.75M Sell
150,228
-9,112
-6% -$228K 2.3% 10
2025
Q3 		$3.97M Buy
159,340
+4,872
+3% +$119K 2.49% 10
2025
Q2 		$3.83M Buy
154,468
+1,482
+1% +$36.5K 2.59% 10
2025
Q1 		$3.86M Buy
152,986
+10,080
+7% +$259K 2.88% 10
2024
Q4 		$3.66M Sell
142,906
-19,452
-12% -$504K 2.6% 10
2024
Q3 		$4.27M Sell
162,358
-2,926
-2% -$75.9K 3.06% 10
2024
Q2 		$4.2M Buy
165,284
+4,074
+3% +$104K 3.21% 10
2024
Q1 		$4.14M Sell
161,210
-14,374
-8% -$365K 3.25% 10
2023
Q4 		$4.44M Buy
175,584
+19,489
+12% +$471K 3.69% 10
2023
Q3 		$3.72M Buy
156,095
+612
+0.4% +$15.1K 3.48% 10
2023
Q2 		$3.89M Sell
155,483
-1,757
-1% -$43.7K 3.53% 10
2023
Q1 		$3.94M Sell
157,240
-1,442
-0.9% -$36.1K 3.91% 10
2022
Q4 		$3.89M Buy
158,682
+17,614
+12% +$429K 4.2% 10
2022
Q3 		$3.38M Buy
141,068
+1,584
+1% +$40.7K 3.76% 10
2022
Q2 		$3.58M Sell
139,484
-2,366
-2% -$61.9K 3.84% 10
2022
Q1 		$3.91M Buy
141,850
+1,488
+1% +$42.8K 3.52% 9
2021
Q4 		$4.22M Buy
+140,362
New +$4.2M 3.63% 9

Other funds holding HYMB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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

Erickson Financial Group's HYMB Position: Q1 2026 in Review

Erickson Financial Group increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 18% in Q1 2026, buying an estimated $662K and bringing the position to 176,617 shares worth $4.38M. The position accounts for 2.74% of the portfolio, ranked #10.

Erickson Financial Group first reported a position in HYMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.44M in Q4 2023. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

  • Erickson Financial Group held 176,617 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $4.38M as of Q1 2026.
  • Erickson Financial Group bought 26,389 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $662K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 2.74% of Erickson Financial Group's portfolio in Q1 2026, its #10 holding.
  • Erickson Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Erickson Financial Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $4.44M in Q4 2023.
  • 401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.