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

Modera Wealth 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	$6.46M	Buy	254,007 +7,397	+3%	+$186K	0.07%	164
2026 Q1	$6.12M	Buy	246,610 +9,666	+4%	+$242K	0.07%	162
2025 Q4	$5.91M	Buy	236,944 +182,148	+332%	+$4.56M	0.07%	171
2025 Q3	$1.37M	Sell	54,796 -385	-0.7%	-$9.42K	0.02%	300
2025 Q2	$1.37M	Buy	55,181 +5,929	+12%	+$146K	0.02%	292
2025 Q1	$1.24M	Buy	49,252 +15,924	+48%	+$408K	0.02%	295
2024 Q4	$853K	Buy	33,328 +2,310	+7%	+$59.9K	0.01%	356
2024 Q3	$815K	Buy	31,018 +925	+3%	+$24K	0.01%	340
2024 Q2	$766K	Buy	30,093 +637	+2%	+$16.2K	0.01%	330
2024 Q1	$757K	Buy	29,456 +2,934	+11%	+$74.5K	0.01%	334
2023 Q4	$671K	Buy	26,522 +9,649	+57%	+$233K	0.01%	339
2023 Q3	$402K	Buy	16,873 +127	+0.8%	+$3.14K	0.01%	392
2023 Q2	$419K	Buy	16,746 +921	+6%	+$22.9K	0.01%	407
2023 Q1	$396K	Buy	15,825 +1,959	+14%	+$49K	0.02%	245
2022 Q4	$340K	Buy	13,866 +390	+3%	+$9.5K	0.01%	262
2022 Q3	$323K	Buy	13,476 +4,276	+46%	+$110K	0.02%	233
2022 Q2	$236K	Sell	9,200 -2,372	-20%	-$62.1K	0.01%	294
2022 Q1	$319K	Buy	+11,572	New	+$333K	0.01%	271

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

Modera Wealth Management's HYMB Position: Q2 2026 in Review

Modera Wealth Management increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 3% in Q2 2026, buying an estimated $186K and bringing the position to 254,007 shares worth $6.46M. The position accounts for 0.07% of the portfolio, ranked #164.

Modera Wealth Management first reported a position in HYMB in Q1 2022 and has held it in 18 quarters since. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Modera Wealth Management held 254,007 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $6.46M as of Q2 2026.
Modera Wealth Management bought 7,397 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $186K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.07% of Modera Wealth Management's portfolio in Q2 2026, its #164 holding.
Modera Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2022 and has held it in 18 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 Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.