MAM
HYMB icon

Milestone Asset Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Milestone Asset Management’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 		– Sell
-32,904
Closed -$816K – 273
2026
Q1 		$816K Buy
32,904
+3,608
+12% +$90.5K 0.15% 132
2025
Q4 		$731K Buy
+29,296
New +$734K 0.14% 131

Other funds holding HYMB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Milestone Asset Management's HYMB Position: Q2 2026 in Review

Milestone Asset Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2026, closing a stake of 32,904 shares — an estimated $816K sold.

Milestone Asset Management first reported a position in HYMB in Q4 2025 and held it in 2 quarters. The position peaked at $816K in Q1 2026. 217 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

  • Milestone Asset Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 32,904 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $816K.
  • Milestone Asset Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Milestone Asset Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $816K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.