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

Sax Wealth Advisors’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	$463K	Buy	18,660 +9,447	+103%	+$237K	0.02%	357
2026 Q1	$230K	Hold	9,213	–	–	0.01%	445
2025 Q4	$230K	Sell	9,213 -2,235	-20%	-$56K	0.01%	452
2025 Q3	$285K	Buy	11,448 +2,960	+35%	+$72.4K	0.02%	359
2025 Q2	$210K	Buy	+8,488	New	+$209K	0.01%	404

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

Sax Wealth Advisors's HYMB Position: Q2 2026 in Review

Sax Wealth Advisors increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 103% in Q2 2026, buying an estimated $237K and bringing the position to 18,660 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #357.

Sax Wealth Advisors first reported a position in HYMB in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Sax Wealth Advisors held 18,660 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $463K as of Q2 2026.
Sax Wealth Advisors bought 9,447 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $237K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #357 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.