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Aspiriant LLC’s VanEck High Yield Muni ETF HYD Stock Holding History

Aspiriant LLC’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
Q4 		– Sell
-5,919
Closed -$296K – 284
2022
Q3 		$296K Sell
5,919
-4,271
-42% -$228K 0.01% 213
2022
Q2 		$549K Sell
10,190
-11,806
-54% -$644K 0.03% 160
2022
Q1 		$1.26M Sell
21,996
-655
-3% -$39.2K 0.07% 118
2021
Q4 		$1.41M Sell
22,651
-161
-0.7% -$10K 0.08% 109
2021
Q3 		$1.42M Hold
22,812
– – 0.08% 96
2021
Q2 		$1.45M Buy
22,812
+4,983
+28% +$313K 0.08% 93
2021
Q1 		$1.11M Hold
17,829
– – 0.07% 98
2020
Q4 		$1.09M Sell
17,829
-11,084
-38% -$669K 0.07% 93
2020
Q3 		$1.73M Sell
28,913
-2,746
-9% -$164K 0.14% 72
2020
Q2 		$1.88M Buy
31,659
+25,512
+415% +$1.44M 0.17% 58
2020
Q1 		$321K Buy
6,147
+1,730
+39% +$107K 0.03% 151
2019
Q4 		$283K Hold
4,417
– – 0.03% 174
2019
Q3 		$285K Hold
4,417
– – 0.03% 183
2019
Q2 		$281K Hold
4,417
– – 0.02% 188
2019
Q1 		$277K Sell
4,417
-7,189
-62% -$443K 0.02% 189
2018
Q4 		$709K Buy
+11,606
New +$707K 0.05% 125
2017
Q1 		– Sell
-8,932
Closed -$530K – 220
2016
Q4 		$530K Buy
8,932
+4,886
+121% +$297K 0.05% 132
2016
Q3 		$261K Buy
+4,046
New +$261K 0.03% 169

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Aspiriant LLC's HYD Position: Q4 2022 in Review

Aspiriant LLC sold out of VanEck High Yield Muni ETF (HYD) in Q4 2022, closing a stake of 5,919 shares — an estimated $296K sold.

Aspiriant LLC first reported a position in HYD in Q3 2016 and held it in 18 quarters. The position peaked at $1.88M in Q2 2020. 284 funds tracked by Wall St. Rank hold HYD as of Q4 2022.

  • Aspiriant LLC reported no remaining VanEck High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
  • Aspiriant LLC sold 5,919 VanEck High Yield Muni ETF shares in Q4 2022, an estimated $296K.
  • Aspiriant LLC first reported a position in VanEck High Yield Muni ETF in Q3 2016 and held it in 18 quarters.
  • Aspiriant LLC's VanEck High Yield Muni ETF position peaked at $1.88M in Q2 2020.
  • 284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2022.

Based on Aspiriant LLC's 13F filing for Q4 2022, filed 23 Jan 2023.