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AFT Forsyth & Company’s VanEck High Yield Muni ETF HYD Stock Holding History

AFT Forsyth & Company’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
Q3 		– Sell
-7,325
Closed -$378K – 135
2024
Q2 		$378K Sell
7,325
-5,300
-42% -$274K 0.19% 101
2024
Q1 		$660K Sell
12,625
-3,000
-19% -$155K 0.38% 65
2023
Q4 		$807K Hold
15,625
– – 0.51% 51
2023
Q3 		$767K Hold
15,625
– – 0.56% 48
2023
Q2 		$802K Hold
15,625
– – 0.57% 50
2023
Q1 		$808K Hold
15,625
– – 0.62% 50
2022
Q4 		$790K Sell
15,625
-12,020
-43% -$607K 0.67% 44
2022
Q3 		$1.38M Hold
27,645
– – 1.23% 21
2022
Q2 		$1.49M Hold
27,645
– – 1.2% 22
2022
Q1 		$1.59M Hold
27,645
– – 1.01% 28
2021
Q4 		$1.73M Hold
27,645
– – 0.89% 28
2021
Q3 		$1.73M Sell
27,645
-1,925
-7% -$122K 0.93% 28
2021
Q2 		$1.88M Buy
29,570
+3
+0% +$188 1% 22
2021
Q1 		$1.84M Buy
29,567
+2
+0% +$124 1.1% 21
2020
Q4 		$1.82M Sell
29,565
-1,077
-4% -$65K 1.14% 19
2020
Q3 		$1.83M Sell
30,642
-22
-0.1% -$1.32K 1.36% 15
2020
Q2 		$1.82M Sell
30,664
-744
-2% -$41.9K 1.53% 12
2020
Q1 		$1.64M Sell
31,408
-718
-2% -$44.2K 1.65% 13
2019
Q4 		$2.06M Buy
32,126
+4
+0% +$257 1.57% 12
2019
Q3 		$2.07M Sell
32,122
-470
-1% -$30.1K 1.71% 11
2019
Q2 		$2.08M Buy
32,592
+5
+0% +$315 1.71% 11
2019
Q1 		$2.04M Sell
32,587
-94
-0.3% -$5.79K 1.77% 9
2018
Q4 		$2M Sell
32,681
-4,568
-12% -$278K 1.99% 7
2018
Q3 		$2.32M Buy
37,249
+3,069
+9% +$193K 1.92% 9
2018
Q2 		$2.15M Sell
34,180
-1,212
-3% -$75.7K 1.89% 9
2018
Q1 		$2.19M Sell
35,392
-2,919
-8% -$181K 2.05% 8
2017
Q4 		$2.39M Buy
+38,311
New +$2.39M 2.34% 6
2013
Q3 		$2.28M Buy
38,993
+518
+1% +$30.3K 2.96% 2
2013
Q2 		$2.35M Buy
+38,475
New +$2.5M 3.36% 2

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFT Forsyth & Company's HYD Position: Q3 2024 in Review

AFT Forsyth & Company sold out of VanEck High Yield Muni ETF (HYD) in Q3 2024, closing a stake of 7,325 shares — an estimated $378K sold.

AFT Forsyth & Company first reported a position in HYD in Q2 2013 and held it in 29 quarters. The position peaked at $2.39M in Q4 2017. 328 funds tracked by Wall St. Rank hold HYD as of Q3 2024.

  • AFT Forsyth & Company reported no remaining VanEck High Yield Muni ETF position as of Q3 2024 after selling out during the quarter.
  • AFT Forsyth & Company sold 7,325 VanEck High Yield Muni ETF shares in Q3 2024, an estimated $378K.
  • AFT Forsyth & Company first reported a position in VanEck High Yield Muni ETF in Q2 2013 and held it in 29 quarters.
  • AFT Forsyth & Company's VanEck High Yield Muni ETF position peaked at $2.39M in Q4 2017.
  • 328 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2024.

Based on AFT Forsyth & Company's 13F filing for Q3 2024, filed 14 Nov 2024.