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Heritage Wealth Management (California)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Heritage Wealth Management (California)’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 		$2.08M Buy
81,774
+11,190
+16% +$281K 0.79% 34
2026
Q1 		$1.75M Buy
70,584
+10,934
+18% +$274K 0.97% 31
2025
Q4 		$1.49M Buy
59,650
+5,669
+11% +$142K 0.95% 33
2025
Q3 		$1.35M Buy
53,981
+3,762
+7% +$92K 0.9% 35
2025
Q2 		$1.24M Buy
50,219
+753
+2% +$18.5K 0.83% 34
2025
Q1 		$1.25M Buy
49,466
+3,313
+7% +$85K 0.94% 30
2024
Q4 		$1.18M Buy
46,153
+1,175
+3% +$30.5K 0.85% 31
2024
Q3 		$1.18M Buy
44,978
+3,518
+8% +$91.3K 0.84% 25
2024
Q2 		$1.05M Buy
41,460
+1,792
+5% +$45.5K 0.77% 29
2024
Q1 		$1.02M Buy
39,668
+5,757
+17% +$146K 0.77% 28
2023
Q4 		$858K Buy
+33,911
New +$819K 0.69% 32

Other funds holding HYMB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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 Management (California)'s HYMB Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 16% in Q2 2026, buying an estimated $281K and bringing the position to 81,774 shares worth $2.08M. The position accounts for 0.79% of the portfolio, ranked #34.

Heritage Wealth Management (California) first reported a position in HYMB in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

  • Heritage Wealth Management (California) held 81,774 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $2.08M as of Q2 2026.
  • Heritage Wealth Management (California) bought 11,190 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $281K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.79% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #34 holding.
  • Heritage Wealth Management (California) first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 423 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 Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.