Keystone Financial Group (Kentucky)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Keystone Financial Group (Kentucky)’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	$5.77M	Buy	229,586 +44,081	+24%	+$1.11M	0.39%	51
2025 Q4	$4.63M	Sell	185,505 -52,557	-22%	-$1.32M	0.34%	60
2025 Q3	$5.98M	Buy	238,062 +213,026	+851%	+$5.21M	0.46%	46
2025 Q2	$620K	Sell	25,036 -146,484	-85%	-$3.61M	0.06%	206
2025 Q1	$4.22M	Buy	171,520 +143,815	+519%	+$3.69M	0.43%	51
2024 Q4	$709K	Buy	27,705 +802	+3%	+$20.8K	0.07%	170
2024 Q3	$707K	Buy	+26,903	New	+$698K	0.09%	153
2023 Q4	–	Sell	-47,344	Closed	-$1.13M	–	307
2023 Q3	$1.13M	Hold	47,344	–	–	0.19%	93
2023 Q2	$1.18M	Buy	+47,344	New	+$1.18M	0.2%	90
2022 Q4	$1.12M	Hold	45,550	–	–	0.22%	88
2022 Q3	$1.09M	Buy	45,550 +18,906	+71%	+$485K	0.22%	87
2022 Q2	$684K	Buy	26,644 +9,492	+55%	+$248K	0.14%	125
2022 Q1	$473K	Buy	17,152 +9,494	+124%	+$273K	0.08%	163
2021 Q4	$230K	Buy	+7,658	New	+$229K	0.04%	275

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 $3.64B AUM 14.73% 1-Year Est. Return

CCWA

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

Keystone Financial Group (Kentucky)'s HYMB Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 24% in Q1 2026, buying an estimated $1.11M and bringing the position to 229,586 shares worth $5.77M. The position accounts for 0.39% of the portfolio, ranked #51.

Keystone Financial Group (Kentucky) first reported a position in HYMB in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.98M in Q3 2025. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Keystone Financial Group (Kentucky) held 229,586 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $5.77M as of Q1 2026.
Keystone Financial Group (Kentucky) bought 44,081 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $1.11M.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.39% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #51 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and has held it in 14 quarters since.
Keystone Financial Group (Kentucky)'s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $5.98M in Q3 2025.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.