Tortoise Investment Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Tortoise Investment Management’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	$520K	Buy	20,445 +90	+0.4%	+$2.26K	0.04%	171
2026 Q1	$505K	Hold	20,355	–	–	0.04%	162
2025 Q4	$508K	Hold	20,355	–	–	0.04%	154
2025 Q3	$507K	Sell	20,355 -3,040	-13%	-$74.4K	0.05%	150
2025 Q2	$580K	Sell	23,395 -20,772	-47%	-$512K	0.06%	136
2025 Q1	$1.11M	Sell	44,167 -1,615	-4%	-$41.4K	0.12%	107
2024 Q4	$1.17M	Buy	45,782 +4,247	+10%	+$110K	0.12%	106
2024 Q3	$1.09M	Buy	41,535 +505	+1%	+$13.1K	0.11%	112
2024 Q2	$1.04M	Hold	41,030	–	–	0.12%	107
2024 Q1	$1.05M	Sell	41,030 -2,300	-5%	-$58.4K	0.13%	107
2023 Q4	$1.1M	Buy	43,330 +11,310	+35%	+$273K	0.15%	103
2023 Q3	$763K	Sell	32,020 -2,050	-6%	-$50.6K	0.11%	118
2023 Q2	$852K	Hold	34,070	–	–	0.13%	116
2023 Q1	$853K	Sell	34,070 -41,390	-55%	-$1.03M	0.14%	111
2022 Q4	$1.85M	Sell	75,460 -32,780	-30%	-$798K	0.32%	71
2022 Q3	$2.59M	Buy	108,240 +8,790	+9%	+$226K	0.5%	52
2022 Q2	$2.56M	Sell	99,450 -26,634	-21%	-$697K	0.5%	53
2022 Q1	$3.48M	Buy	126,084 +71,076	+129%	+$2.05M	0.64%	39
2021 Q4	$1.65M	Buy	55,008 +18,374	+50%	+$549K	0.31%	59
2021 Q3	$1.1M	Buy	36,634 +8,716	+31%	+$265K	0.22%	73
2021 Q2	$849K	Buy	27,918 +2,068	+8%	+$62.1K	0.18%	81
2021 Q1	$767K	Buy	+25,850	New	+$767K	0.17%	79

Other funds holding HYMB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Tortoise Investment Management's HYMB Position: Q2 2026 in Review

Tortoise Investment Management increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.44% in Q2 2026, buying an estimated $2.26K and bringing the position to 20,445 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #171.

Tortoise Investment Management first reported a position in HYMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.48M in Q1 2022. 273 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Tortoise Investment Management held 20,445 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $520K as of Q2 2026.
Tortoise Investment Management bought 90 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $2.26K.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.04% of Tortoise Investment Management's portfolio in Q2 2026, its #171 holding.
Tortoise Investment Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2021 and has held it in 22 quarters since.
Tortoise Investment Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $3.48M in Q1 2022.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.