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Arden Trust’s VanEck High Yield Muni ETF HYD Stock Holding History

Arden Trust’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
Q2 		$3.21M Buy
62,092
+1,572
+3% +$81.1K 0.45% 41
2024
Q1 		$3.16M Buy
+60,520
New +$3.12M 0.44% 42
2023
Q2 		– Sell
-5,691
Closed -$294K – 271
2023
Q1 		$294K Buy
+5,691
New +$294K 0.05% 246
2020
Q2 		– Sell
-20
Closed -$1K – 523
2020
Q1 		$1K Buy
+20
New +$1.23K ﹤0.01% 723

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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Arden Trust's HYD Position: Q2 2024 in Review

Arden Trust increased its VanEck High Yield Muni ETF (HYD) stake by 2.6% in Q2 2024, buying an estimated $81.1K and bringing the position to 62,092 shares worth $3.21M. The position accounts for 0.45% of the portfolio, ranked #41.

Arden Trust first reported a position in HYD in Q1 2020 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

  • Arden Trust held 62,092 shares of VanEck High Yield Muni ETF worth $3.21M as of Q2 2024.
  • Arden Trust bought 1,572 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $81.1K.
  • VanEck High Yield Muni ETF made up 0.45% of Arden Trust's portfolio in Q2 2024, its #41 holding.
  • Arden Trust first reported a position in VanEck High Yield Muni ETF in Q1 2020 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.