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

PlanWiser 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 Q1	$843K	Buy	33,624 +959	+3%	+$24.1K	0.61%	32
2025 Q4	$819K	Buy	32,665 +12,731	+64%	+$319K	0.61%	33
2025 Q3	$500K	Buy	19,934 +2,178	+12%	+$53.3K	0.4%	39
2025 Q2	$430K	Sell	17,756 -809	-4%	-$19.9K	0.37%	37
2025 Q1	$458K	Buy	+18,565	New	+$476K	0.41%	38

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

PlanWiser Financial's HYMB Position: Q1 2026 in Review

PlanWiser Financial increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 2.9% in Q1 2026, buying an estimated $24.1K and bringing the position to 33,624 shares worth $843K. The position accounts for 0.61% of the portfolio, ranked #32.

PlanWiser Financial first reported a position in HYMB in Q1 2025 and has held it in 5 quarters since. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

PlanWiser Financial held 33,624 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $843K as of Q1 2026.
PlanWiser Financial bought 959 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $24.1K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.61% of PlanWiser Financial's portfolio in Q1 2026, its #32 holding.
PlanWiser Financial first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.