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

Mount Yale 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 Q2	$1.18M	Sell	46,252 -382	-0.8%	-$9.6K	0.02%	540
2026 Q1	$1.16M	Buy	46,634 +13,282	+40%	+$333K	0.03%	484
2025 Q4	$832K	Sell	33,352 -8,552	-20%	-$214K	0.04%	350
2025 Q3	$1.04M	Buy	+41,904	New	+$1.03M	0.07%	277

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

Mount Yale Investment Advisors's HYMB Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.82% in Q2 2026, selling an estimated $9.6K and leaving 46,252 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #540.

Mount Yale Investment Advisors first reported a position in HYMB in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Mount Yale Investment Advisors held 46,252 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $1.18M as of Q2 2026.
Mount Yale Investment Advisors sold 382 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $9.6K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #540 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2025 and has held it in 4 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.