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

Legacy Financial Advisors’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	$2.3M	Sell	92,585 -1,509	-2%	-$37.9K	0.32%	50
2025 Q4	$2.35M	Sell	94,094 -1,568	-2%	-$39.3K	0.32%	49
2025 Q3	$2.38M	Sell	95,662 -3,341	-3%	-$81.7K	0.33%	44
2025 Q2	$2.45M	Sell	99,003 -7,918	-7%	-$195K	0.38%	40
2025 Q1	$2.7M	Sell	106,921 -4,341	-4%	-$111K	0.45%	37
2024 Q4	$2.85M	Sell	111,262 -5,193	-4%	-$135K	0.47%	38
2024 Q3	$3.06M	Sell	116,455 -1,505	-1%	-$39K	0.51%	36
2024 Q2	$3M	Sell	117,960 -1,307	-1%	-$33.2K	0.53%	32
2024 Q1	$3.06M	Sell	119,267 -10,611	-8%	-$269K	0.55%	30
2023 Q4	$3.29M	Buy	+129,878	New	+$3.14M	0.63%	26
2023 Q1	–	Sell	-22,902	Closed	-$561K	–	260
2022 Q4	$561K	Buy	22,902 +6,780	+42%	+$165K	0.12%	105
2022 Q3	$386K	Buy	+16,122	New	+$414K	0.09%	123
2022 Q2	–	Sell	-44,270	Closed	-$1.22M	–	237
2022 Q1	$1.22M	Buy	+44,270	New	+$1.27M	0.27%	37

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

Legacy Financial Advisors's HYMB Position: Q1 2026 in Review

Legacy Financial Advisors reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 1.6% in Q1 2026, selling an estimated $37.9K and leaving 92,585 shares worth $2.3M. The position accounts for 0.32% of the portfolio, ranked #50.

Legacy Financial Advisors first reported a position in HYMB in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.29M in Q4 2023. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Legacy Financial Advisors held 92,585 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $2.3M as of Q1 2026.
Legacy Financial Advisors sold 1,509 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $37.9K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.32% of Legacy Financial Advisors's portfolio in Q1 2026, its #50 holding.
Legacy Financial Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2022 and has held it in 13 quarters since.
Legacy Financial Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $3.29M in Q4 2023.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.