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

Legacy Financial Strategies’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	$894K	Sell	35,136 -932	-3%	-$23.4K	0.14%	66
2026 Q1	$894K	Sell	36,068 -4,770	-12%	-$120K	0.16%	60
2025 Q4	$1.02M	Sell	40,838 -392	-1%	-$9.82K	0.18%	60
2025 Q3	$1.03M	Buy	41,230 +19,130	+87%	+$468K	0.19%	61
2025 Q2	$548K	Sell	22,100 -4,487	-17%	-$111K	0.11%	73
2025 Q1	$671K	Sell	26,587 -3,598	-12%	-$92.3K	0.15%	61
2024 Q4	$773K	Sell	30,185 -478	-2%	-$12.4K	0.17%	58
2024 Q3	$806K	Sell	30,663 -911	-3%	-$23.6K	0.18%	57
2024 Q2	$810K	Sell	31,574 -1,134	-3%	-$28.8K	0.19%	55
2024 Q1	$840K	Sell	32,708 -2,357	-7%	-$59.8K	0.22%	50
2023 Q4	$887K	Buy	+35,065	New	+$847K	0.25%	46
2023 Q3	–	Sell	-8,725	Closed	-$218K	–	76
2023 Q2	$218K	Buy	+8,725	New	+$217K	0.07%	73

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

Legacy Financial Strategies's HYMB Position: Q2 2026 in Review

Legacy Financial Strategies reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 2.6% in Q2 2026, selling an estimated $23.4K and leaving 35,136 shares worth $894K. The position accounts for 0.14% of the portfolio, ranked #66.

Legacy Financial Strategies first reported a position in HYMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q3 2025. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Legacy Financial Strategies held 35,136 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $894K as of Q2 2026.
Legacy Financial Strategies sold 932 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $23.4K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.14% of Legacy Financial Strategies's portfolio in Q2 2026, its #66 holding.
Legacy Financial Strategies first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
Legacy Financial Strategies's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.03M in Q3 2025.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.