Kerr Financial Planning’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Kerr Financial Planning’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	$26	Hold	1	–	–	﹤0.01%	533
2026 Q1	$25	Hold	1	–	–	﹤0.01%	518
2025 Q4	$25	Hold	1	–	–	﹤0.01%	505
2025 Q3	$25	Buy	+1	New	+$24	﹤0.01%	557

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

Kerr Financial Planning's HYMB Position: Q2 2026 in Review

Kerr Financial Planning held its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) position steady in Q2 2026 at 1 share worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Kerr Financial Planning first reported a position in HYMB in Q3 2025 and has held it in 4 quarters since. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Kerr Financial Planning held 1 share of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $26 as of Q2 2026.
Kerr Financial Planning 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 ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #533 holding.
Kerr Financial Planning first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.