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

WCG Wealth 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	$46.6M	Buy	1,833,609 +187,970	+11%	+$4.72M	1.11%	19
2026 Q1	$40.8M	Buy	1,645,639 +196,346	+14%	+$4.93M	1.14%	19
2025 Q4	$36.1M	Buy	1,449,293 +1,061,825	+274%	+$26.6M	1.01%	22
2025 Q3	$9.66M	Sell	387,468 -162,193	-30%	-$3.97M	0.61%	49
2025 Q2	$13.6M	Buy	549,661 +181,236	+49%	+$4.46M	0.88%	30
2025 Q1	$9.29M	Sell	368,425 -37,626	-9%	-$965K	0.71%	42
2024 Q4	$10.4M	Buy	406,051 +46,832	+13%	+$1.21M	0.69%	40
2024 Q3	$9.44M	Sell	359,219 -41,157	-10%	-$1.07M	0.64%	45
2024 Q2	$10.2M	Buy	400,376 +81,374	+26%	+$2.07M	0.75%	39
2024 Q1	$8.2M	Sell	319,002 -107,638	-25%	-$2.73M	0.69%	45
2023 Q4	$10.8M	Sell	426,640 -53,076	-11%	-$1.28M	0.79%	40
2023 Q3	$11.9M	Buy	479,716 +35,670	+8%	+$881K	0.87%	35
2023 Q2	$11.1M	Buy	444,046 +298,264	+205%	+$7.42M	1.3%	24
2023 Q1	$3.65M	Buy	145,782 +11,152	+8%	+$279K	0.47%	51
2022 Q4	$3.3M	Buy	134,630 +16,314	+14%	+$397K	0.45%	55
2022 Q3	$3.08M	Sell	118,316 -1,066	-0.9%	-$27.4K	0.41%	56
2022 Q2	$3.07M	Buy	+119,382	New	+$3.12M	0.43%	53

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

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

WCG Wealth Advisors's HYMB Position: Q2 2026 in Review

WCG Wealth Advisors increased its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) stake by 11% in Q2 2026, buying an estimated $4.72M and bringing the position to 1,833,609 shares worth $46.6M. The position accounts for 1.11% of the portfolio, ranked #19.

WCG Wealth Advisors first reported a position in HYMB in Q2 2022 and has held it in 17 quarters since. 421 funds tracked by Wall St. Rank hold HYMB as of Q2 2026.

WCG Wealth Advisors held 1,833,609 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $46.6M as of Q2 2026.
WCG Wealth Advisors bought 187,970 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q2 2026, an estimated $4.72M.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 1.11% of WCG Wealth Advisors's portfolio in Q2 2026, its #19 holding.
WCG Wealth Advisors first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q2 2022 and has held it in 17 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 WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.