All Season Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

All Season Financial 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 Q3	$807K	Buy	15,199 +364	+2%	+$19.1K	0.69%	39
2024 Q2	$766K	Sell	14,835 -1,260	-8%	-$65K	0.69%	35
2024 Q1	$841K	Buy	16,095 +4,289	+36%	+$221K	0.7%	36
2023 Q4	$610K	Buy	+11,806	New	+$585K	0.52%	50
2023 Q3	–	Sell	-29,519	Closed	-$1.52M	–	94
2023 Q2	$1.52M	Buy	29,519 +1,874	+7%	+$96K	1.36%	20
2023 Q1	$1.43M	Sell	27,645 -12,276	-31%	-$634K	1.3%	17
2022 Q4	$2.02M	Buy	39,921 +16,079	+67%	+$812K	1.78%	18
2022 Q3	$1.19M	Sell	23,842 -3,628	-13%	-$193K	1.29%	19
2022 Q2	$1.48M	Buy	+27,470	New	+$1.5M	1.26%	21
2022 Q1	–	Sell	-52,874	Closed	-$3.3M	–	150
2021 Q4	$3.3M	Buy	52,874 +3,259	+7%	+$203K	2.3%	11
2021 Q3	$3.1M	Sell	49,615 -2,708	-5%	-$172K	2.5%	13
2021 Q2	$3.33M	Buy	+52,323	New	+$3.29M	2.39%	12

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

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

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

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

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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

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

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

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

All Season Financial Advisors's HYD Position: Q3 2024 in Review

All Season Financial Advisors increased its VanEck High Yield Muni ETF (HYD) stake by 2.5% in Q3 2024, buying an estimated $19.1K and bringing the position to 15,199 shares worth $807K. The position accounts for 0.69% of the portfolio, ranked #39.

All Season Financial Advisors first reported a position in HYD in Q2 2021 and has held it in 12 quarters since. The position peaked at $3.33M in Q2 2021. 328 funds tracked by Wall St. Rank hold HYD as of Q3 2024.

All Season Financial Advisors held 15,199 shares of VanEck High Yield Muni ETF worth $807K as of Q3 2024.
All Season Financial Advisors bought 364 VanEck High Yield Muni ETF shares in Q3 2024, an estimated $19.1K.
VanEck High Yield Muni ETF made up 0.69% of All Season Financial Advisors's portfolio in Q3 2024, its #39 holding.
All Season Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2021 and has held it in 12 quarters since.
All Season Financial Advisors's VanEck High Yield Muni ETF position peaked at $3.33M in Q2 2021.
328 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.