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

SimpliFi Inc’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	$747K	Buy	30,116 +224	+0.7%	+$5.62K	0.31%	21
2025 Q4	$746K	Sell	29,892 -4,953	-14%	-$124K	0.32%	21
2025 Q3	$869K	Sell	34,845 -7,537	-18%	-$184K	0.37%	21
2025 Q2	$1.05M	Hold	42,382	–	–	0.46%	21
2025 Q1	$1.07M	Hold	42,382	–	–	0.49%	21
2024 Q4	$1.08M	Sell	42,382 -9,634	-19%	-$250K	0.5%	21
2024 Q3	$1.37M	Hold	52,016	–	–	0.61%	18
2024 Q2	$1.32M	Buy	+52,016	New	+$1.32M	0.61%	18

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 $3.64B AUM 14.73% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

SimpliFi Inc's HYMB Position: Q1 2026 in Review

SimpliFi Inc increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.75% in Q1 2026, buying an estimated $5.62K and bringing the position to 30,116 shares worth $747K. The position accounts for 0.31% of the portfolio, ranked #21.

SimpliFi Inc first reported a position in HYMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q3 2024. 401 funds tracked by Wall St. Rank hold HYMB as of Q1 2026.

SimpliFi Inc held 30,116 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $747K as of Q1 2026.
SimpliFi Inc bought 224 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q1 2026, an estimated $5.62K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.31% of SimpliFi Inc's portfolio in Q1 2026, its #21 holding.
SimpliFi Inc first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
SimpliFi Inc's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.37M in Q3 2024.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2026.

Based on SimpliFi Inc's 13F filing for Q1 2026, filed 23 Apr 2026.