Moneta Group Investment Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Moneta Group Investment 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	$322K	Sell	12,994 -1,572	-11%	-$39.4K	﹤0.01%	609
2025 Q4	$363K	Buy	14,566 +303	+2%	+$7.59K	﹤0.01%	586
2025 Q3	$356K	Buy	14,263 +18	+0.1%	+$440	﹤0.01%	577
2025 Q2	$353K	Buy	14,245 +6	+0%	+$148	﹤0.01%	520
2025 Q1	$359K	Hold	14,239	–	–	0.01%	489
2024 Q4	$364K	Buy	14,239 +171	+1%	+$4.43K	0.01%	494
2024 Q3	$370K	Buy	14,068 +1,525	+12%	+$39.6K	0.01%	473
2024 Q2	$319K	Hold	12,543	–	–	0.01%	468
2024 Q1	$322K	Sell	12,543 -529	-4%	-$13.4K	0.01%	465
2023 Q4	$331K	Buy	+13,072	New	+$316K	0.01%	426

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

Moneta Group Investment Advisors's HYMB Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 11% in Q1 2026, selling an estimated $39.4K and leaving 12,994 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Moneta Group Investment Advisors first reported a position in HYMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $370K in Q3 2024. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Moneta Group Investment Advisors held 12,994 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $322K as of Q1 2026.
Moneta Group Investment Advisors sold 1,572 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $39.4K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #609 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Moneta Group Investment Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $370K in Q3 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 Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.