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

Merit Financial Group’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	$7.07M	Buy	278,045 +32,783	+13%	+$824K	0.04%	339
2026 Q1	$6.08M	Buy	245,262 +39,526	+19%	+$992K	0.05%	344
2025 Q4	$5.13M	Sell	205,736 -5,852	-3%	-$147K	0.04%	359
2025 Q3	$5.27M	Buy	211,588 +18,676	+10%	+$457K	0.05%	311
2025 Q2	$4.78M	Buy	192,912 +111,753	+138%	+$2.75M	0.05%	292
2025 Q1	$2.05M	Buy	+81,159	New	+$2.08M	0.03%	416
2023 Q2	–	Sell	-9,502	Closed	-$238K	–	751
2023 Q1	$238K	Sell	9,502 -33,030	-78%	-$826K	0.01%	561
2022 Q4	$1.04M	Buy	42,532 +32,192	+311%	+$784K	0.04%	291
2022 Q3	$248K	Buy	+10,340	New	+$265K	0.01%	478

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

Merit Financial Group's HYMB Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 13% in Q2 2026, buying an estimated $824K and bringing the position to 278,045 shares worth $7.07M. The position accounts for 0.04% of the portfolio, ranked #339.

Merit Financial Group first reported a position in HYMB in Q3 2022 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Merit Financial Group held 278,045 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $7.07M as of Q2 2026.
Merit Financial Group bought 32,783 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $824K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #339 holding.
Merit Financial Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2022 and has held it in 9 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.