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

Perennial 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	–	Sell	-10,237	Closed	-$255K	–	538
2025 Q4	$255K	Sell	10,237 -1,054	-9%	-$26.4K	0.02%	414
2025 Q3	$281K	Buy	+11,291	New	+$276K	0.02%	380

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

Perennial Investment Advisors's HYMB Position: Q1 2026 in Review

Perennial Investment Advisors sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q1 2026, closing a stake of 10,237 shares — an estimated $255K sold.

Perennial Investment Advisors first reported a position in HYMB in Q3 2025 and held it in 2 quarters. The position peaked at $281K in Q3 2025. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Perennial Investment Advisors reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Perennial Investment Advisors sold 10,237 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $255K.
Perennial Investment Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
Perennial Investment Advisors's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $281K in Q3 2025.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.