Perfromance Wealth Partners’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Perfromance Wealth Partners’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	$385K	Hold	15,542	–	–	0.01%	146
2025 Q4	$388K	Sell	15,542 -400	-3%	-$10K	0.01%	148
2025 Q3	$397K	Sell	15,942 -800	-5%	-$19.6K	0.01%	146
2025 Q2	$415K	Hold	16,742	–	–	0.01%	124
2025 Q1	$422K	Hold	16,742	–	–	0.02%	109
2024 Q4	$428K	Sell	16,742 -9,103	-35%	-$236K	0.01%	107
2024 Q3	$679K	Sell	25,845 -2,500	-9%	-$64.9K	0.02%	83
2024 Q2	$721K	Sell	28,345 -18,331	-39%	-$466K	0.03%	68
2024 Q1	$1.2M	Sell	46,676 -3,485	-7%	-$88.5K	0.05%	61
2023 Q4	$1.27M	Sell	50,161 -28,815	-36%	-$696K	0.06%	67
2023 Q3	$1.88M	Sell	78,976 -2,829	-3%	-$69.8K	0.09%	62
2023 Q2	$2.05M	Sell	81,805 -2,681	-3%	-$66.7K	0.09%	63
2023 Q1	$2.12M	Sell	84,486 -12,474	-13%	-$312K	0.11%	59
2022 Q4	$2.37M	Sell	96,960 -8,230	-8%	-$200K	0.14%	50
2022 Q3	$2.52M	Buy	105,190 +510	+0.5%	+$13.1K	0.15%	41
2022 Q2	$2.69M	Sell	104,680 -510	-0.5%	-$13.3K	0.15%	42
2022 Q1	$2.9M	Sell	105,190 -172	-0.2%	-$4.95K	0.13%	46
2021 Q4	$3.17M	Buy	+105,362	New	+$3.15M	0.13%	50

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 $3.64B AUM 14.73% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Perfromance Wealth Partners's HYMB Position: Q1 2026 in Review

Perfromance Wealth Partners held its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) position steady in Q1 2026 at 15,542 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #146.

Perfromance Wealth Partners first reported a position in HYMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.17M in Q4 2021. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

Perfromance Wealth Partners held 15,542 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $385K as of Q1 2026.
Perfromance Wealth Partners left its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF share count unchanged in Q1 2026.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #146 holding.
Perfromance Wealth Partners first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $3.17M in Q4 2021.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.