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

Heritage Wealth Architects’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	$328K	Hold	13,005	–	–	0.13%	63
2026 Q1	$325K	Hold	13,005	–	–	0.14%	62
2025 Q4	$326K	Sell	13,005 -3,560	-21%	-$89.2K	0.15%	61
2025 Q3	$413K	Buy	16,565 +1,980	+14%	+$48.4K	0.25%	43
2025 Q2	$361K	Buy	+14,585	New	+$359K	0.27%	37

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

Heritage Wealth Architects's HYMB Position: Q2 2026 in Review

Heritage Wealth Architects held its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) position steady in Q2 2026 at 13,005 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #63.

Heritage Wealth Architects first reported a position in HYMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $413K in Q3 2025. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Heritage Wealth Architects held 13,005 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $328K as of Q2 2026.
Heritage Wealth Architects left its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.13% of Heritage Wealth Architects's portfolio in Q2 2026, its #63 holding.
Heritage Wealth Architects first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Heritage Wealth Architects's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $413K in Q3 2025.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.