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

Medallion Wealth 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	$121K	Hold	4,892	–	–	0.04%	326
2025 Q4	$122K	Hold	4,892	–	–	0.04%	326
2025 Q3	$122K	Hold	4,892	–	–	0.04%	320
2025 Q2	$121K	Sell	4,892 -48	-1%	-$1.18K	0.05%	316
2025 Q1	$125K	Buy	4,940 +2	+0%	+$51	0.06%	271
2024 Q4	$125K	Buy	+4,938	New	+$128K	0.06%	261

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

Medallion Wealth Advisors's HYMB Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) position steady in Q1 2026 at 4,892 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #326.

Medallion Wealth Advisors first reported a position in HYMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $125K in Q4 2024. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Medallion Wealth Advisors held 4,892 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $121K as of Q1 2026.
Medallion Wealth Advisors left its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF share count unchanged in Q1 2026.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #326 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $125K in Q4 2024.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.