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

Valeo Financial Advisors’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	$434K	Sell	17,075 -13	-0.1%	-$327	0.01%	492
2026 Q1	$424K	Buy	+17,088	New	+$429K	0.01%	450
2021 Q1	–	Sell	-9,420	Closed	-$278K	–	2097
2020 Q4	$278K	Sell	9,420 -2,460	-21%	-$70.8K	0.01%	350
2020 Q3	$338K	Buy	11,880 +9,436	+386%	+$269K	0.03%	236
2020 Q2	$69K	Buy	+2,444	New	+$66.2K	0.01%	615

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

Valeo Financial Advisors's HYMB Position: Q2 2026 in Review

Valeo Financial Advisors reduced its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 0.08% in Q2 2026, selling an estimated $327 and leaving 17,075 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #492.

Valeo Financial Advisors first reported a position in HYMB in Q2 2020 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

Valeo Financial Advisors held 17,075 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $434K as of Q2 2026.
Valeo Financial Advisors sold 13 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $327.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #492 holding.
Valeo Financial Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2020 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.