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

Everhart 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
Q2 		$213K Sell
8,359
-6,283
-43% -$158K 0.01% 447
2026
Q1 		$363K Sell
14,642
-138
-0.9% -$3.46K 0.03% 331
2025
Q4 		$369K Sell
14,780
-203
-1% -$5.09K 0.03% 296
2025
Q3 		$374K Sell
14,983
-387
-3% -$9.47K 0.04% 286
2025
Q2 		$381K Buy
15,370
+1,042
+7% +$25.7K 0.04% 263
2025
Q1 		$361K Sell
14,328
-1,245
-8% -$31.9K 0.05% 258
2024
Q4 		$398K Sell
15,573
-596
-4% -$15.5K 0.08% 222
2024
Q3 		$425K Sell
16,169
-5,930
-27% -$154K 0.09% 215
2024
Q2 		$562K Sell
22,099
-95
-0.4% -$2.42K 0.15% 143
2024
Q1 		$570K Hold
22,194
– – 0.17% 130
2023
Q4 		$562K Sell
22,194
-2,085
-9% -$50.4K 0.2% 102
2023
Q3 		$578K Buy
24,279
+1,922
+9% +$47.5K 0.25% 84
2023
Q2 		$559K Sell
22,357
-1,484
-6% -$36.9K 0.23% 85
2023
Q1 		$597K Sell
23,841
-3,717
-13% -$92.9K 0.27% 77
2022
Q4 		$675K Buy
27,558
+8,374
+44% +$204K 0.34% 62
2022
Q3 		$460K Sell
19,184
-3,800
-17% -$97.6K 0.25% 76
2022
Q2 		$590K Buy
22,984
+6,178
+37% +$162K 0.36% 60
2022
Q1 		$463K Buy
+16,806
New +$484K 0.27% 81
2021
Q3 		– Sell
-9,830
Closed -$299K – 105
2021
Q2 		$299K Sell
9,830
-1,480
-13% -$44.5K 0.21% 75
2021
Q1 		$336K Sell
11,310
-112
-1% -$3.33K 0.29% 56
2020
Q4 		$337K Buy
+11,422
New +$329K 0.31% 55

Other funds holding HYMB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Everhart Financial Group's HYMB Position: Q2 2026 in Review

Everhart Financial Group reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 43% in Q2 2026, selling an estimated $158K and leaving 8,359 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #447.

Everhart Financial Group first reported a position in HYMB in Q4 2020 and has held it in 21 quarters since. The position peaked at $675K in Q4 2022. 70 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

  • Everhart Financial Group held 8,359 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $213K as of Q2 2026.
  • Everhart Financial Group sold 6,283 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $158K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #447 holding.
  • Everhart Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Everhart Financial Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $675K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.