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

Oakwell Private 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	$3.25M	Buy	127,563 +10,679	+9%	+$268K	0.54%	23
2026 Q1	$2.9M	Buy	116,884 +3,497	+3%	+$87.7K	0.52%	22
2025 Q4	$2.83M	Buy	113,387 +2,653	+2%	+$66.5K	0.53%	22
2025 Q3	$2.76M	Buy	110,734 +10,812	+11%	+$265K	0.55%	21
2025 Q2	$2.48M	Buy	99,922 +7,257	+8%	+$179K	0.57%	19
2025 Q1	$2.34M	Buy	92,665 +667	+0.7%	+$17.1K	0.65%	20
2024 Q4	$2.35M	Buy	91,998 +410	+0.4%	+$10.6K	0.66%	19
2024 Q3	$2.41M	Sell	91,588 -2,196	-2%	-$57K	0.69%	19
2024 Q2	$2.39M	Buy	93,784 +6,792	+8%	+$173K	0.67%	20
2024 Q1	$2.23M	Buy	86,992 +5,396	+7%	+$137K	0.68%	20
2023 Q4	$2.06M	Buy	81,596 +1,421	+2%	+$34.3K	0.72%	18
2023 Q3	$1.91M	Buy	+80,175	New	+$1.98M	0.81%	18

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

Oakwell Private Wealth Management's HYMB Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 9.1% in Q2 2026, buying an estimated $268K and bringing the position to 127,563 shares worth $3.25M. The position accounts for 0.54% of the portfolio, ranked #23.

Oakwell Private Wealth Management first reported a position in HYMB in Q3 2023 and has held it in 12 quarters since. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Oakwell Private Wealth Management held 127,563 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $3.25M as of Q2 2026.
Oakwell Private Wealth Management bought 10,679 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $268K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.54% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #23 holding.
Oakwell Private Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2023 and has held it in 12 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 Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.