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Aft Forsyth & Sober’s VanEck High Yield Muni ETF HYD Stock Holding History

Aft Forsyth & Sober’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
2022
Q2 		– Sell
-22,100
Closed -$1.27M – 88
2022
Q1 		$1.27M Sell
22,100
-113,950
-84% -$6.82M 0.5% 64
2021
Q4 		$8.49M Sell
136,050
-750
-0.5% -$46.7K 2.98% 9
2021
Q3 		$8.55M Hold
136,800
– – 3.21% 8
2021
Q2 		$8.7M Buy
136,800
+1,500
+1% +$94.2K 3.27% 10
2021
Q1 		$8.41M Sell
135,300
-27,875
-17% -$1.73M 3.44% 10
2020
Q4 		$10M Buy
163,175
+144,825
+789% +$8.75M 7.77% 1
2020
Q3 		$1.1M Hold
18,350
– – 8.51% 3
2020
Q2 		$1.09M Buy
18,350
+2,850
+18% +$161K 7.72% 3
2020
Q1 		$810K Sell
15,500
-398,350
-96% -$24.5M 8.67% 3
2019
Q4 		$26.5M Buy
+413,850
New +$26.6M 24.32% 1
2016
Q4 		$11.9M Buy
199,750
+312
+0.2% +$19K 19.23% 2
2016
Q3 		$12.9M Buy
199,438
+163,488
+455% +$10.6M 19.51% 2
2016
Q2 		$2.32M Buy
35,950
+12,750
+55% +$808K 15.99% 2
2016
Q1 		$1.45M Hold
23,200
– – 11.31% 2
2015
Q4 		$1.43M Hold
23,200
– – 0.35% 18
2015
Q3 		$1.42M Hold
23,200
– – 0.35% 17
2015
Q2 		$1.39M Hold
23,200
– – 0.32% 17
2015
Q1 		$1.45M Hold
23,200
– – 0.33% 18
2014
Q4 		$1.43M Hold
23,200
– – 0.32% 18
2014
Q3 		$1.43M Hold
23,200
– – 0.31% 16
2014
Q2 		$1.4M Hold
23,200
– – 0.29% 16
2014
Q1 		$1.37M Sell
23,200
-45,125
-66% -$2.63M 0.61% 13
2013
Q4 		$3.86M Sell
68,325
-31,163
-31% -$1.79M 0.79% 17
2013
Q3 		$5.82M Sell
99,488
-10,350
-9% -$605K 1.29% 17
2013
Q2 		$6.72M Buy
+109,838
New +$7.13M 1.57% 15

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Aft Forsyth & Sober's HYD Position: Q2 2022 in Review

Aft Forsyth & Sober sold out of VanEck High Yield Muni ETF (HYD) in Q2 2022, closing a stake of 22,100 shares — an estimated $1.27M sold.

Aft Forsyth & Sober first reported a position in HYD in Q2 2013 and held it in 25 quarters. The position peaked at $26.5M in Q4 2019. 281 funds tracked by Wall St. Rank hold HYD as of Q2 2022.

  • Aft Forsyth & Sober reported no remaining VanEck High Yield Muni ETF position as of Q2 2022 after selling out during the quarter.
  • Aft Forsyth & Sober sold 22,100 VanEck High Yield Muni ETF shares in Q2 2022, an estimated $1.27M.
  • Aft Forsyth & Sober first reported a position in VanEck High Yield Muni ETF in Q2 2013 and held it in 25 quarters.
  • Aft Forsyth & Sober's VanEck High Yield Muni ETF position peaked at $26.5M in Q4 2019.
  • 281 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2022.

Based on Aft Forsyth & Sober's 13F filing for Q2 2022, filed 5 Aug 2022.