IWS
HTAX

Intentional Wealth Strategies’s Nomura National High-Yield Municipal Bond ETF HTAX Stock Holding History

Intentional Wealth Strategies’s Portfolio HTAX Stock Details HTAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.79M Buy
71,836
+711
+1% +$17.5K 1.68% 16
2026
Q1 		$1.72M Buy
+71,125
New +$1.74M 1.6% 16

Other funds holding HTAX

NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intentional Wealth Strategies's HTAX Position: Q2 2026 in Review

Intentional Wealth Strategies increased its Nomura National High-Yield Municipal Bond ETF (HTAX) stake by 1% in Q2 2026, buying an estimated $17.5K and bringing the position to 71,836 shares worth $1.79M. The position accounts for 1.68% of the portfolio, ranked #16.

Intentional Wealth Strategies first reported a position in HTAX in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold HTAX as of Q2 2026.

  • Intentional Wealth Strategies held 71,836 shares of Nomura National High-Yield Municipal Bond ETF worth $1.79M as of Q2 2026.
  • Intentional Wealth Strategies bought 711 Nomura National High-Yield Municipal Bond ETF shares in Q2 2026, an estimated $17.5K.
  • Nomura National High-Yield Municipal Bond ETF made up 1.68% of Intentional Wealth Strategies's portfolio in Q2 2026, its #16 holding.
  • Intentional Wealth Strategies first reported a position in Nomura National High-Yield Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Nomura National High-Yield Municipal Bond ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.