Shotwell Rutter Baer’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Shotwell Rutter Baer’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	$433K	Sell	17,040 -181	-1%	-$4.55K	0.24%	31
2026 Q1	$427K	Sell	17,221 -1,752	-9%	-$44K	0.25%	31
2025 Q4	$475K	Sell	18,973 -40,561	-68%	-$1.02M	0.29%	31
2025 Q3	$1.48M	Buy	59,534 +2,904	+5%	+$71.1K	0.96%	17
2025 Q2	$1.4M	Buy	56,630 +2,714	+5%	+$66.8K	0.95%	16
2025 Q1	$1.37M	Sell	53,916 -1,054	-2%	-$27K	1.21%	14
2024 Q4	$1.39M	Buy	54,970 +2,901	+6%	+$75.2K	1.17%	15
2024 Q3	$1.36M	Buy	52,069 +1,043	+2%	+$27.1K	1.12%	15
2024 Q2	$1.31M	Buy	+51,026	New	+$1.3M	1.16%	15
2024 Q1	–	Sell	-46,818	Closed	-$1.18M	–	21
2023 Q4	$1.18M	Buy	+46,818	New	+$1.13M	1.13%	16

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

Shotwell Rutter Baer's HYMB Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 1.1% in Q2 2026, selling an estimated $4.55K and leaving 17,040 shares worth $433K. The position accounts for 0.24% of the portfolio, ranked #31.

Shotwell Rutter Baer first reported a position in HYMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q3 2025. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Shotwell Rutter Baer held 17,040 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $433K as of Q2 2026.
Shotwell Rutter Baer sold 181 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $4.55K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.24% of Shotwell Rutter Baer's portfolio in Q2 2026, its #31 holding.
Shotwell Rutter Baer first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Shotwell Rutter Baer's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.48M in Q3 2025.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.