AllSquare Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

AllSquare Wealth Management’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 Q1	–	Sell	-50	Closed	-$3K	–	518
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	450
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	433
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	453
2021 Q1	$3K	Sell	50 -56	-53%	-$3.48K	﹤0.01%	441
2020 Q4	$7K	Hold	106	–	–	﹤0.01%	369
2020 Q3	$6K	Hold	106	–	–	﹤0.01%	373
2020 Q2	$6K	Hold	106	–	–	﹤0.01%	375
2020 Q1	$6K	Hold	106	–	–	0.01%	349
2019 Q4	$7K	Hold	106	–	–	﹤0.01%	356
2019 Q3	$7K	Hold	106	–	–	0.01%	355
2019 Q2	$7K	Hold	106	–	–	0.01%	367
2019 Q1	$7K	Buy	+106	New	+$6.53K	0.01%	365

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AllSquare Wealth Management's HYD Position: Q1 2022 in Review

AllSquare Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2022, closing a stake of 50 shares — an estimated $3K sold.

AllSquare Wealth Management first reported a position in HYD in Q1 2019 and held it in 12 quarters. The position peaked at $7K in Q4 2020. 294 funds tracked by Wall St. Rank hold HYD as of Q1 2022.

AllSquare Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
AllSquare Wealth Management sold 50 VanEck High Yield Muni ETF shares in Q1 2022, an estimated $3K.
AllSquare Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2019 and held it in 12 quarters.
AllSquare Wealth Management's VanEck High Yield Muni ETF position peaked at $7K in Q4 2020.
294 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2022.

Based on AllSquare Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.