James J. Burns & Company’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

James J. Burns & 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	$674K	Sell	26,493 -796	-3%	-$20K	0.07%	91
2026 Q1	$677K	Buy	27,289 +1,878	+7%	+$47.1K	0.09%	84
2025 Q4	$634K	Sell	25,411 -536	-2%	-$13.4K	0.09%	84
2025 Q3	$647K	Sell	25,947 -304	-1%	-$7.44K	0.1%	82
2025 Q2	$651K	Sell	26,251 -6,484	-20%	-$160K	0.11%	78
2025 Q1	$826K	Buy	32,735 +363	+1%	+$9.31K	0.15%	67
2024 Q4	$828K	Sell	32,372 -14,518	-31%	-$377K	0.14%	68
2024 Q3	$1.23M	Sell	46,890 -7,420	-14%	-$193K	0.22%	56
2024 Q2	$1.38M	Buy	54,310 +27,233	+101%	+$692K	0.27%	52
2024 Q1	$688K	Sell	27,077 -47,872	-64%	-$1.22M	0.24%	48
2023 Q4	$1.9M	Sell	74,949 -13,186	-15%	-$319K	0.45%	35
2023 Q3	$2.1M	Sell	88,135 -42,777	-33%	-$1.06M	0.56%	35
2023 Q2	$3.27M	Sell	130,912 -22,763	-15%	-$566K	0.83%	30
2023 Q1	$3.85M	Buy	153,675 +39,791	+35%	+$995K	0.99%	26
2022 Q4	$2.79M	Buy	113,884 +27,286	+32%	+$665K	1.14%	23
2022 Q3	$2.08M	Buy	+86,598	New	+$2.22M	0.92%	27

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

James J. Burns & Company's HYMB Position: Q2 2026 in Review

James J. Burns & Company reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 2.9% in Q2 2026, selling an estimated $20K and leaving 26,493 shares worth $674K. The position accounts for 0.07% of the portfolio, ranked #91.

James J. Burns & Company first reported a position in HYMB in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.85M in Q1 2023. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

James J. Burns & Company held 26,493 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $674K as of Q2 2026.
James J. Burns & Company sold 796 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $20K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.07% of James J. Burns & Company's portfolio in Q2 2026, its #91 holding.
James J. Burns & Company first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
James J. Burns & Company's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $3.85M in Q1 2023.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.