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

Saxon Interests’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	$593K	Hold	23,305	–	–	0.16%	139
2026 Q1	$578K	Hold	23,305	–	–	0.2%	131
2025 Q4	$581K	Sell	23,305 -143	-0.6%	-$3.58K	0.2%	108
2025 Q3	$567K	Buy	23,448 +3,492	+17%	+$85.4K	0.22%	93
2025 Q2	$503K	Hold	19,956	–	–	0.24%	96
2025 Q1	$503K	Hold	19,956	–	–	0.24%	96
2024 Q4	$510K	Sell	19,956 -236	-1%	-$6.12K	0.22%	103
2024 Q3	$530K	Sell	20,192 -1,167	-5%	-$30.3K	0.24%	95
2024 Q2	$543K	Sell	21,359 -1,396	-6%	-$35.5K	0.26%	92
2024 Q1	$585K	Sell	22,755 -3,009	-12%	-$76.4K	0.28%	90
2023 Q4	$652K	Buy	+25,764	New	+$623K	0.33%	85
2023 Q3	–	Sell	-50,468	Closed	-$1.26M	–	106
2023 Q2	$1.26M	Sell	50,468 -2,178	-4%	-$54.2K	0.68%	43
2023 Q1	$1.32M	Buy	52,646 +6,354	+14%	+$159K	0.75%	36
2022 Q4	$1.16M	Buy	+46,292	New	+$1.13M	0.66%	40
2022 Q2	–	Sell	-8,838	Closed	-$244K	–	152
2022 Q1	$244K	Sell	8,838 -30	-0.3%	-$864	0.13%	125
2021 Q4	$264K	Buy	+8,868	New	+$265K	0.15%	102

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

Saxon Interests's HYMB Position: Q2 2026 in Review

Saxon Interests held its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) position steady in Q2 2026 at 23,305 shares worth $593K. The position accounts for 0.16% of the portfolio, ranked #139.

Saxon Interests first reported a position in HYMB in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.32M in Q1 2023. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Saxon Interests held 23,305 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $593K as of Q2 2026.
Saxon Interests left its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.16% of Saxon Interests's portfolio in Q2 2026, its #139 holding.
Saxon Interests first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2021 and has held it in 16 quarters since.
Saxon Interests's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.32M in Q1 2023.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.