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Strategic Financial Planning’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Strategic Financial Planning’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 		$264K Sell
10,360
-5,438
-34% -$137K 0.14% 39
2026
Q1 		$1.04M Buy
15,798
+5,446
+53% +$137K 0.61% 27
2025
Q4 		$258K Buy
10,352
+29
+0.3% +$727 0.15% 37
2025
Q3 		$257K Sell
10,323
-176
-2% -$4.31K 0.15% 36
2025
Q2 		$260K Sell
10,499
-734
-7% -$18.1K 0.16% 35
2025
Q1 		$283K Buy
11,233
+130
+1% +$3.33K 0.2% 32
2024
Q4 		$284K Sell
11,103
-742
-6% -$19.2K 0.19% 32
2024
Q3 		$311K Buy
11,845
+399
+3% +$10.4K 0.21% 32
2024
Q2 		$291K Buy
11,446
+159
+1% +$4.04K 0.21% 31
2024
Q1 		$290K Sell
11,287
-1,560
-12% -$39.6K 0.22% 31
2023
Q4 		$325K Buy
+12,847
New +$310K 0.25% 30
2023
Q3 		– Sell
-8,024
Closed -$201K – 31
2023
Q2 		$201K Sell
8,024
-3,967
-33% -$98.7K 0.18% 32
2023
Q1 		$300K Sell
11,991
-251
-2% -$6.28K 0.27% 29
2022
Q4 		$300K Sell
12,242
-1,326
-10% -$32.3K 0.29% 28
2022
Q3 		$325K Buy
+13,568
New +$348K 0.34% 29
2022
Q2 		– Sell
-11,908
Closed -$328K – 34
2022
Q1 		$328K Buy
+11,908
New +$343K 0.27% 29

Other funds holding HYMB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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

Strategic Financial Planning's HYMB Position: Q2 2026 in Review

Strategic Financial Planning reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 34% in Q2 2026, selling an estimated $137K and leaving 10,360 shares worth $264K. The position accounts for 0.14% of the portfolio, ranked #39.

Strategic Financial Planning first reported a position in HYMB in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.04M in Q1 2026. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

  • Strategic Financial Planning held 10,360 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $264K as of Q2 2026.
  • Strategic Financial Planning sold 5,438 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $137K.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.14% of Strategic Financial Planning's portfolio in Q2 2026, its #39 holding.
  • Strategic Financial Planning first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Strategic Financial Planning's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $1.04M in Q1 2026.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.