Mason & Associates (California)’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Mason & Associates (California)’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	$323K	Sell	12,692 -2,156	-15%	-$54.2K	0.05%	138
2026 Q1	$366K	Sell	14,848 -2,506	-14%	-$62.9K	0.07%	126
2025 Q4	$433K	Sell	17,354 -8,775	-34%	-$220K	0.08%	113
2025 Q3	$651K	Sell	26,129 -5,973	-19%	-$146K	0.13%	70
2025 Q2	$795K	Sell	32,102 -12,097	-27%	-$298K	0.18%	58
2025 Q1	$1.11M	Sell	44,199 -17,912	-29%	-$459K	0.28%	47
2024 Q4	$1.59M	Buy	62,111 +11,819	+24%	+$307K	0.37%	41
2024 Q3	$1.32M	Buy	+50,292	New	+$1.3M	0.33%	44

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

Mason & Associates (California)'s HYMB Position: Q2 2026 in Review

Mason & Associates (California) reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 15% in Q2 2026, selling an estimated $54.2K and leaving 12,692 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #138.

Mason & Associates (California) first reported a position in HYMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.59M in Q4 2024. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Mason & Associates (California) held 12,692 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $323K as of Q2 2026.
Mason & Associates (California) sold 2,156 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $54.2K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.05% of Mason & Associates (California)'s portfolio in Q2 2026, its #138 holding.
Mason & Associates (California) first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Mason & Associates (California)'s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.59M in Q4 2024.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.