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

Marshall Financial Group (Maryland)’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	$280K	Sell	11,006 -78	-0.7%	-$1.96K	0.04%	266
2026 Q1	$275K	Sell	11,084 -577	-5%	-$14.5K	0.04%	251
2025 Q4	$291K	Buy	+11,661	New	+$292K	0.06%	243

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

Marshall Financial Group (Maryland)'s HYMB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.7% in Q2 2026, selling an estimated $1.96K and leaving 11,006 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #266.

Marshall Financial Group (Maryland) first reported a position in HYMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $291K in Q4 2025. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Marshall Financial Group (Maryland) held 11,006 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $280K as of Q2 2026.
Marshall Financial Group (Maryland) sold 78 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $1.96K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #266 holding.
Marshall Financial Group (Maryland) first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
Marshall Financial Group (Maryland)'s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $291K in Q4 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 Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.