Spurstone Advisory Services’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Spurstone Advisory Services’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	$2.15K	Buy	85 +45	+113%	+$1.13K	0.03%	59
2026 Q1	$992	Hold	40	–	–	0.02%	49
2025 Q4	$998	Hold	40	–	–	0.02%	67
2025 Q3	$997	Hold	40	–	–	0.01%	85
2025 Q2	$991	Hold	40	–	–	0.02%	108
2025 Q1	$1.01K	Hold	40	–	–	0.02%	74
2024 Q4	$1.02K	Buy	+40	New	+$1.04K	0.02%	63

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

Spurstone Advisory Services's HYMB Position: Q2 2026 in Review

Spurstone Advisory Services increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 113% in Q2 2026, buying an estimated $1.13K and bringing the position to 85 shares worth $2.15K. The position accounts for 0.03% of the portfolio, ranked #59.

Spurstone Advisory Services first reported a position in HYMB in Q4 2024 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Spurstone Advisory Services held 85 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $2.15K as of Q2 2026.
Spurstone Advisory Services bought 45 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $1.13K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.03% of Spurstone Advisory Services's portfolio in Q2 2026, its #59 holding.
Spurstone Advisory Services first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.