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

Baker Tilly 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
2024 Q2	–	Sell	-36,436	Closed	-$1.9M	–	338
2024 Q1	$1.9M	Buy	36,436 +117	+0.3%	+$6.04K	0.34%	67
2023 Q4	$1.88M	Sell	36,319 -657	-2%	-$32.5K	0.31%	72
2023 Q3	$1.81M	Sell	36,976 -1,806	-5%	-$91.4K	0.3%	72
2023 Q2	$1.99M	Sell	38,782 -1,510	-4%	-$77.4K	0.21%	102
2023 Q1	$2.08M	Sell	40,292 -1,139	-3%	-$58.8K	0.23%	94
2022 Q4	$2.09M	Buy	+41,431	New	+$2.09M	0.26%	90
2022 Q1	–	Sell	-40,613	Closed	-$2.54M	–	540
2021 Q4	$2.54M	Buy	+40,613	New	+$2.53M	0.27%	72

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Baker Tilly Wealth Management's HYD Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2024, closing a stake of 36,436 shares — an estimated $1.9M sold.

Baker Tilly Wealth Management first reported a position in HYD in Q4 2021 and held it in 7 quarters. The position peaked at $2.54M in Q4 2021. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

Baker Tilly Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 36,436 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $1.9M.
Baker Tilly Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 7 quarters.
Baker Tilly Wealth Management's VanEck High Yield Muni ETF position peaked at $2.54M in Q4 2021.
317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.