Perigon Wealth Management
HYMB icon

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
Q3 		$6.76M Sell
288,053
-42,402
-13% -$1.05M 0.1% 174
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

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Tradewinds Capital Management
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Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Perigon Wealth Management's HYMB Position: Q3 2026 in Review

Perigon Wealth Management reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 13% in Q3 2026, selling an estimated $1.05M and leaving 288,053 shares worth $6.76M. The position accounts for 0.1% of the portfolio, ranked #174.

Perigon Wealth Management first reported a position in HYMB in Q2 2020 and has held it in 26 quarters since. The position peaked at $10.5M in Q3 2025. 113 funds tracked by Wall St. Rank hold HYMB as of Q3 2026.

  • Perigon Wealth Management held 288,053 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $6.76M as of Q3 2026.
  • Perigon Wealth Management sold 42,402 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2026, an estimated $1.05M.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.1% of Perigon Wealth Management's portfolio in Q3 2026, its #174 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 26 quarters since.
  • Perigon Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $10.5M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.