MFG
HYMB icon

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
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 – 752
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

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Bank of America
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Fidelity Investments
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LPL Financial
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Morgan Stanley
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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return