Aaron Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Aaron Wealth Advisors’s Portfolio HYD Stock Details HYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-63,778	Closed	-$3.29M	–	311
2023 Q4	$3.29M	Sell	63,778 -21,682	-25%	-$1.07M	0.55%	27
2023 Q3	$4.19M	Hold	85,460	–	–	0.54%	31
2023 Q2	$4.39M	Hold	85,460	–	–	0.57%	34
2023 Q1	$4.42M	Hold	85,460	–	–	0.61%	37
2022 Q4	$4.32M	Hold	85,460	–	–	0.63%	36
2022 Q3	$4.27M	Buy	85,460 +12,838	+18%	+$685K	0.79%	31
2022 Q2	$3.91M	Sell	72,622 -141,926	-66%	-$7.75M	0.98%	26
2022 Q1	$12.3M	Sell	214,548 -527	-0.2%	-$31.5K	2.84%	9
2021 Q4	$13.4M	Sell	215,075 -4,323	-2%	-$269K	3.75%	6
2021 Q3	$13.7M	Buy	219,398 +73,118	+50%	+$4.64M	3.87%	6
2021 Q2	$9.3M	Buy	146,280 +3,600	+3%	+$226K	3.06%	8
2021 Q1	$8.87M	Sell	142,680 -10,434	-7%	-$648K	3.25%	9
2020 Q4	$9.42M	Buy	+153,114	New	+$9.25M	3.45%	8

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aaron Wealth Advisors's HYD Position: Q1 2024 in Review

Aaron Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q1 2024, closing a stake of 63,778 shares — an estimated $3.29M sold.

Aaron Wealth Advisors first reported a position in HYD in Q4 2020 and held it in 13 quarters. The position peaked at $13.7M in Q3 2021. 306 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

Aaron Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
Aaron Wealth Advisors sold 63,778 VanEck High Yield Muni ETF shares in Q1 2024, an estimated $3.29M.
Aaron Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2020 and held it in 13 quarters.
Aaron Wealth Advisors's VanEck High Yield Muni ETF position peaked at $13.7M in Q3 2021.
306 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on Aaron Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.