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

Angeles 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
2025
Q3 		– Sell
-7,070
Closed -$355K – 424
2025
Q2 		$355K Buy
+7,070
New +$353K 0.02% 230

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Angeles Wealth Management's HYD Position: Q3 2025 in Review

Angeles Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2025, closing a stake of 7,070 shares — an estimated $355K sold.

Angeles Wealth Management first reported a position in HYD in Q2 2025 and held it in 1 quarter. The position peaked at $355K in Q2 2025. 335 funds tracked by Wall St. Rank hold HYD as of Q3 2025.

  • Angeles Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 7,070 VanEck High Yield Muni ETF shares in Q3 2025, an estimated $355K.
  • Angeles Wealth Management first reported a position in VanEck High Yield Muni ETF in Q2 2025 and held it in 1 quarter.
  • Angeles Wealth Management's VanEck High Yield Muni ETF position peaked at $355K in Q2 2025.
  • 335 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2025.

Based on Angeles Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.