Morton Brown Family Wealth’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Morton Brown Family Wealth’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	$342K	Buy	13,445 +8,543	+174%	+$215K	0.08%	50
2026 Q1	$122K	Buy	+4,902	New	+$123K	0.03%	86

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

Morton Brown Family Wealth's HYMB Position: Q2 2026 in Review

Morton Brown Family Wealth increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 174% in Q2 2026, buying an estimated $215K and bringing the position to 13,445 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #50.

Morton Brown Family Wealth first reported a position in HYMB in Q1 2026 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Morton Brown Family Wealth held 13,445 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $342K as of Q2 2026.
Morton Brown Family Wealth bought 8,543 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $215K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.08% of Morton Brown Family Wealth's portfolio in Q2 2026, its #50 holding.
Morton Brown Family Wealth first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.