BFC Planning, Inc.’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

BFC Planning, Inc.’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	$349K	Buy	13,717 +2,370	+21%	+$59.5K	0.01%	741
2026 Q1	$281K	Buy	11,347 +4,907	+76%	+$123K	0.01%	755
2025 Q4	$161K	Buy	6,440 +4,660	+262%	+$117K	0.01%	955
2025 Q3	$44.4K	Buy	1,780 +500	+39%	+$12.2K	﹤0.01%	1242
2025 Q2	$31.7K	Hold	1,280	–	–	﹤0.01%	1310
2025 Q1	$32.3K	Sell	1,280 -360	-22%	-$9.23K	﹤0.01%	1269
2024 Q4	$42K	Buy	+1,640	New	+$42.5K	﹤0.01%	1184

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 $468B AUM 17.69% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

BFC Planning, Inc.'s HYMB Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 21% in Q2 2026, buying an estimated $59.5K and bringing the position to 13,717 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #741.

BFC Planning, Inc. first reported a position in HYMB in Q4 2024 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

BFC Planning, Inc. held 13,717 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $349K as of Q2 2026.
BFC Planning, Inc. bought 2,370 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $59.5K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #741 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
427 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.