Grimes & Company’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Grimes & Company’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	$568K	Sell	22,346 -5,585	-20%	-$140K	0.01%	300
2026 Q1	$693K	Sell	27,931 -2,114,815	-99%	-$53.1M	0.02%	272
2025 Q4	$53.4M	Sell	2,142,746 -64,855	-3%	-$1.63M	1.28%	16
2025 Q3	$55M	Sell	2,207,601 -66,419	-3%	-$1.63M	1.36%	13
2025 Q2	$56.4M	Buy	2,274,020 +2,255,760	+12,354%	+$55.6M	1.53%	14
2025 Q1	$461K	Sell	18,260 -2,393,491	-99%	-$61.4M	0.01%	248
2024 Q4	$61.7M	Buy	2,411,751 +98,204	+4%	+$2.55M	1.78%	14
2024 Q3	$60.8M	Buy	2,313,547 +46,203	+2%	+$1.2M	1.64%	14
2024 Q2	$57.7M	Buy	2,267,344 +50,547	+2%	+$1.28M	1.73%	12
2024 Q1	$56.9M	Sell	2,216,797 -28,758	-1%	-$730K	1.75%	11
2023 Q4	$56.8M	Buy	+2,245,555	New	+$54.3M	1.88%	11
2017 Q4	–	Sell	-1,098,904	Closed	-$31.4M	–	219
2017 Q3	$31.4M	Buy	1,098,904 +93,056	+9%	+$2.66M	3.34%	6
2017 Q2	$28.6M	Buy	1,005,848 +31,188	+3%	+$889K	3.19%	8
2017 Q1	$27.6M	Buy	974,660 +64,592	+7%	+$1.82M	3.02%	9
2016 Q4	$25.5M	Buy	+910,068	New	+$25.9M	2.95%	9

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

Grimes & Company's HYMB Position: Q2 2026 in Review

Grimes & Company reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 20% in Q2 2026, selling an estimated $140K and leaving 22,346 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #300.

Grimes & Company first reported a position in HYMB in Q4 2016 and has held it in 15 quarters since. The position peaked at $61.7M in Q4 2024. 422 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Grimes & Company held 22,346 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $568K as of Q2 2026.
Grimes & Company sold 5,585 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $140K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #300 holding.
Grimes & Company first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2016 and has held it in 15 quarters since.
Grimes & Company's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $61.7M in Q4 2024.
422 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.