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

Perigon 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	$8.41M	Sell	330,455 -31,824	-9%	-$800K	0.13%	150
2026 Q1	$8.98M	Sell	362,279 -42,816	-11%	-$1.07M	0.16%	132
2025 Q4	$10.1M	Sell	405,095 -17,580	-4%	-$441K	0.18%	110
2025 Q3	$10.5M	Buy	422,675 +51,241	+14%	+$1.25M	0.21%	99
2025 Q2	$9.2M	Buy	371,434 +262,594	+241%	+$6.47M	0.21%	102
2025 Q1	$2.74M	Sell	108,840 -1,662	-2%	-$42.6K	0.07%	261
2024 Q4	$2.81M	Sell	110,502 -24,614	-18%	-$638K	0.07%	259
2024 Q3	$3.55M	Sell	135,116 -2,216	-2%	-$57.5K	0.09%	201
2024 Q2	$3.49M	Buy	137,332 +4,193	+3%	+$107K	0.1%	181
2024 Q1	$3.42M	Buy	133,139 +21,999	+20%	+$559K	0.1%	181
2023 Q4	$2.81M	Buy	111,140 +1,407	+1%	+$34K	0.09%	183
2023 Q3	$2.61M	Buy	109,733 +726	+0.7%	+$17.9K	0.11%	175
2023 Q2	$2.73M	Buy	109,007 +3,494	+3%	+$86.9K	0.11%	174
2023 Q1	$2.64M	Buy	105,513 +12,093	+13%	+$302K	0.15%	145
2022 Q4	$2.29M	Buy	93,420 +74,358	+390%	+$1.81M	0.14%	159
2022 Q3	$457K	Sell	19,062 -41,728	-69%	-$1.07M	0.04%	348
2022 Q2	$1.56M	Sell	60,790 -11,746	-16%	-$307K	0.13%	149
2022 Q1	$2M	Buy	72,536 +2,078	+3%	+$59.8K	0.14%	135
2021 Q4	$2.12M	Sell	70,458 -250	-0.4%	-$7.47K	0.15%	126
2021 Q3	$2.12M	Buy	70,708 +11,622	+20%	+$353K	0.18%	110
2021 Q2	$1.8M	Buy	59,086 +15,820	+37%	+$475K	0.16%	124
2021 Q1	$1.28M	Buy	43,266 +19,536	+82%	+$580K	0.13%	153
2020 Q4	$700K	Sell	23,730 -1,840	-7%	-$53K	0.08%	193
2020 Q3	$727K	Buy	25,570 +14,018	+121%	+$400K	0.1%	165
2020 Q2	$326K	Buy	+11,552	New	+$313K	0.05%	255

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

Perigon Wealth Management's HYMB Position: Q2 2026 in Review

Perigon Wealth Management reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 8.8% in Q2 2026, selling an estimated $800K and leaving 330,455 shares worth $8.41M. The position accounts for 0.13% of the portfolio, ranked #150.

Perigon Wealth Management first reported a position in HYMB in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.5M in Q3 2025. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Perigon Wealth Management held 330,455 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $8.41M as of Q2 2026.
Perigon Wealth Management sold 31,824 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $800K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.13% of Perigon Wealth Management's portfolio in Q2 2026, its #150 holding.
Perigon Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2020 and has held it in 25 quarters since.
Perigon Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $10.5M in Q3 2025.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.