Legacy Advisory Services’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Legacy Advisory Services’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	–	Sell	-9,669	Closed	-$241K	–	56
2025 Q4	$241K	Sell	9,669 -109	-1%	-$2.73K	0.18%	43
2025 Q3	$244K	Buy	9,778 +685	+8%	+$16.8K	0.18%	46
2025 Q2	$225K	Buy	9,093 +80	+0.9%	+$1.97K	0.18%	44
2025 Q1	$227K	Buy	9,013 +49	+0.5%	+$1.26K	0.19%	45
2024 Q4	$229K	Buy	+8,964	New	+$232K	0.2%	50
2024 Q3	–	Sell	-8,066	Closed	-$205K	–	50
2024 Q2	$205K	Buy	8,066 +71	+0.9%	+$1.8K	0.19%	48
2024 Q1	$205K	Buy	7,995 +47	+0.6%	+$1.19K	0.19%	47
2023 Q4	$201K	Buy	+7,948	New	+$192K	0.21%	45

Other funds holding HYMB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Legacy Advisory Services's HYMB Position: Q1 2026 in Review

Legacy Advisory Services sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2026, closing a stake of 9,669 shares — an estimated $241K sold.

Legacy Advisory Services first reported a position in HYMB in Q4 2023 and held it in 8 quarters. The position peaked at $244K in Q3 2025. 403 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Legacy Advisory Services reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Legacy Advisory Services sold 9,669 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $241K.
Legacy Advisory Services first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and held it in 8 quarters.
Legacy Advisory Services's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $244K in Q3 2025.
403 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.