Heartwood Wealth Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Heartwood Wealth Advisors’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	$9.09M	Buy	357,483 +36,091	+11%	+$907K	0.71%	32
2026 Q1	$7.97M	Sell	321,392 -76,326	-19%	-$1.91M	0.7%	32
2025 Q4	$9.92M	Buy	397,718 +2,022	+0.5%	+$50.7K	0.91%	24
2025 Q3	$9.86M	Buy	395,696 +358,982	+978%	+$8.78M	0.92%	24
2025 Q2	$910K	Hold	36,714	–	–	0.1%	86
2025 Q1	$926K	Hold	36,714	–	–	0.11%	75
2024 Q4	$939K	Hold	36,714	–	–	0.11%	70
2024 Q3	$964K	Hold	36,714	–	–	0.11%	70
2024 Q2	$934K	Hold	36,714	–	–	0.11%	66
2024 Q1	$943K	Hold	36,714	–	–	0.12%	62
2023 Q4	$929K	Hold	36,714	–	–	0.12%	52
2023 Q3	$875K	Buy	+36,714	New	+$906K	0.13%	54

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

Heartwood Wealth Advisors's HYMB Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 11% in Q2 2026, buying an estimated $907K and bringing the position to 357,483 shares worth $9.09M. The position accounts for 0.71% of the portfolio, ranked #32.

Heartwood Wealth Advisors first reported a position in HYMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.92M in Q4 2025. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Heartwood Wealth Advisors held 357,483 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $9.09M as of Q2 2026.
Heartwood Wealth Advisors bought 36,091 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $907K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.71% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Heartwood Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
Heartwood Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $9.92M in Q4 2025.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.