First Heartland Consultants’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

First Heartland Consultants’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	–	Sell	-9,051	Closed	-$224K	–	600
2026 Q1	$224K	Sell	9,051 -1	-0%	-$25	0.02%	483
2025 Q4	$226K	Sell	9,052 -381	-4%	-$9.55K	0.02%	489
2025 Q3	$253K	Sell	9,433 -333	-3%	-$8.15K	0.02%	449
2025 Q2	$242K	Buy	9,766 +134	+1%	+$3.3K	0.02%	431
2025 Q1	$243K	Buy	9,632 +33	+0.3%	+$846	0.03%	388
2024 Q4	$246K	Buy	9,599 +1,664	+21%	+$43.2K	0.03%	392
2024 Q3	$208K	Sell	7,935 -185	-2%	-$4.8K	0.02%	430
2024 Q2	$207	Sell	8,120 -530	-6%	-$13.5K	0.01%	420
2024 Q1	$222K	Buy	+8,650	New	+$220K	0.02%	388
2022 Q3	–	Sell	-7,982	Closed	-$205K	–	356
2022 Q2	$205K	Buy	+7,982	New	+$209K	0.03%	322
2022 Q1	–	Sell	-9,072	Closed	-$272	–	375
2021 Q4	$272	Buy	9,072 +56	+0.6%	+$1.67K	0.01%	294
2021 Q3	$270K	Sell	9,016 -176	-2%	-$5.34K	0.04%	304
2021 Q2	$280K	Buy	9,192 +244	+3%	+$7.33K	0.04%	301
2021 Q1	$265K	Sell	8,948 -42	-0.5%	-$1.25K	0.04%	310
2020 Q4	$265K	Buy	8,990 +130	+1%	+$3.74K	0.04%	268
2020 Q3	$252K	Buy	8,860 +1,106	+14%	+$31.5K	0.05%	238
2020 Q2	$218K	Buy	+7,754	New	+$210K	0.04%	253

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 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

First Heartland Consultants's HYMB Position: Q2 2026 in Review

First Heartland Consultants sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2026, closing a stake of 9,051 shares — an estimated $224K sold.

First Heartland Consultants first reported a position in HYMB in Q2 2020 and held it in 17 quarters. The position peaked at $280K in Q2 2021. 134 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

First Heartland Consultants reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
First Heartland Consultants sold 9,051 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $224K.
First Heartland Consultants first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2020 and held it in 17 quarters.
First Heartland Consultants's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $280K in Q2 2021.
134 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.