Joel Adams & Associates’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Joel Adams & Associates’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 Q1	$477K	Buy	19,216 +3,858	+25%	+$96.8K	0.35%	43
2025 Q4	$383K	Buy	15,358 +233	+2%	+$5.84K	0.29%	45
2025 Q3	$377K	Sell	15,125 -1,408	-9%	-$34.5K	0.3%	45
2025 Q2	$410K	Sell	16,533 -653	-4%	-$16.1K	0.36%	36
2025 Q1	$433K	Sell	17,186 -2,515	-13%	-$64.5K	0.39%	34
2024 Q4	$504K	Buy	+19,701	New	+$511K	0.46%	31

Other funds holding HYMB

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Joel Adams & Associates's HYMB Position: Q1 2026 in Review

Joel Adams & Associates increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 25% in Q1 2026, buying an estimated $96.8K and bringing the position to 19,216 shares worth $477K. The position accounts for 0.35% of the portfolio, ranked #43.

Joel Adams & Associates first reported a position in HYMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $504K in Q4 2024. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Joel Adams & Associates held 19,216 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $477K as of Q1 2026.
Joel Adams & Associates bought 3,858 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $96.8K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.35% of Joel Adams & Associates's portfolio in Q1 2026, its #43 holding.
Joel Adams & Associates first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Joel Adams & Associates's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $504K in Q4 2024.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.