Axiom Financial Strategies’s VanEck High Yield Muni ETF HYD Stock Holding History

Axiom Financial Strategies’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
2023 Q3	–	Sell	-19,944	Closed	-$1.02M	–	34
2023 Q2	$1.02M	Buy	19,944 +185	+0.9%	+$9.48K	0.59%	25
2023 Q1	$1.02M	Buy	19,759 +218	+1%	+$11.3K	0.57%	23
2022 Q4	$988K	Sell	19,541 -1,558	-7%	-$78.7K	0.62%	25
2022 Q3	$1.05M	Sell	21,099 -52,223	-71%	-$2.79M	0.56%	28
2022 Q2	$3.95M	Buy	73,322 +1,566	+2%	+$85.5K	2.08%	17
2022 Q1	$3.93M	Buy	71,756 +1,015	+1%	+$60.7K	1.98%	18
2021 Q4	$4.42M	Buy	70,741 +4,660	+7%	+$290K	2.01%	16
2021 Q3	$4.13M	Buy	66,081 +867	+1%	+$55K	1.95%	16
2021 Q2	$4.15M	Buy	65,214 +352	+0.5%	+$22.1K	1.91%	14
2021 Q1	$4.03M	Sell	64,862 -24,020	-27%	-$1.49M	1.98%	13
2020 Q4	$5.32M	Hold	88,882	–	–	3.19%	11
2020 Q3	$5.32M	Buy	88,882 +40,973	+86%	+$2.45M	3.19%	11
2020 Q2	$2.84M	Buy	47,909 +32,783	+217%	+$1.85M	1.85%	18
2020 Q1	$790K	Buy	+15,126	New	+$931K	0.64%	27

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

DADC

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

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

Axiom Financial Strategies's HYD Position: Q3 2023 in Review

Axiom Financial Strategies sold out of VanEck High Yield Muni ETF (HYD) in Q3 2023, closing a stake of 19,944 shares — an estimated $1.02M sold.

Axiom Financial Strategies first reported a position in HYD in Q1 2020 and held it in 14 quarters. The position peaked at $5.32M in Q4 2020. 288 funds tracked by Wall St. Rank hold HYD as of Q3 2023.

Axiom Financial Strategies reported no remaining VanEck High Yield Muni ETF position as of Q3 2023 after selling out during the quarter.
Axiom Financial Strategies sold 19,944 VanEck High Yield Muni ETF shares in Q3 2023, an estimated $1.02M.
Axiom Financial Strategies first reported a position in VanEck High Yield Muni ETF in Q1 2020 and held it in 14 quarters.
Axiom Financial Strategies's VanEck High Yield Muni ETF position peaked at $5.32M in Q4 2020.
288 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2023.

Based on Axiom Financial Strategies's 13F filing for Q3 2023, filed 16 Oct 2023.