PlanVest Financial’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

PlanVest Financial’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	–	Sell	-2,000	Closed	-$49.6K	–	603
2026 Q1	$49.6K	Buy	+2,000	New	+$50.2K	0.04%	209

Other funds holding HYMB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 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

PlanVest Financial's HYMB Position: Q2 2026 in Review

PlanVest Financial sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q2 2026, closing a stake of 2,000 shares — an estimated $49.6K sold.

PlanVest Financial first reported a position in HYMB in Q1 2026 and held it in 1 quarter. The position peaked at $49.6K in Q1 2026. 407 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

PlanVest Financial reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
PlanVest Financial sold 2,000 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $49.6K.
PlanVest Financial first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
PlanVest Financial's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $49.6K in Q1 2026.
407 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.