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Barber Financial Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Barber Financial Group’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
Q2 		– Sell
-9,652
Closed -$554K – 154
2022
Q1 		$554K Sell
9,652
-1,149
-11% -$68.7K 0.07% 69
2021
Q4 		$674K Sell
10,801
-6,071
-36% -$378K 0.08% 77
2021
Q3 		$1.05M Buy
16,872
+6,765
+67% +$429K 0.14% 58
2021
Q2 		$643K Buy
10,107
+10
+0.1% +$628 0.09% 78
2021
Q1 		$628K Buy
10,097
+6
+0.1% +$373 0.09% 76
2020
Q4 		$621K Sell
10,091
-1,769
-15% -$107K 0.11% 69
2020
Q3 		$709K Sell
11,860
-176
-1% -$10.5K 0.16% 60
2020
Q2 		$713K Sell
12,036
-2,254
-16% -$127K 0.17% 56
2020
Q1 		$747K Sell
14,290
-1,649
-10% -$102K 0.24% 50
2019
Q4 		$1.02M Buy
15,939
+550
+4% +$35.3K 0.21% 66
2019
Q3 		$992K Buy
15,389
+2,093
+16% +$134K 0.21% 65
2019
Q2 		$848K Sell
13,296
-2,476
-16% -$156K 0.2% 61
2019
Q1 		$990K Buy
15,772
+32
+0.2% +$1.97K 0.19% 55
2018
Q4 		$961K Sell
15,740
-61,103
-80% -$3.72M 0.21% 61
2018
Q3 		$4.78M Sell
76,843
-90,024
-54% -$5.65M 1.15% 22
2018
Q2 		$10.5M Buy
166,867
+76,326
+84% +$4.76M 3.04% 9
2018
Q1 		$5.61M Buy
90,541
+60,349
+200% +$3.74M 1.49% 19
2017
Q4 		$1.88M Buy
30,192
+8,041
+36% +$502K 0.48% 50
2017
Q3 		$1.39M Buy
22,151
+6,535
+42% +$407K 0.39% 47
2017
Q2 		$965K Buy
15,616
+4,974
+47% +$307K 0.31% 39
2017
Q1 		$651K Buy
10,642
+4,818
+83% +$290K 0.22% 41
2016
Q4 		$346K Buy
+5,824
New +$354K 0.13% 61

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barber Financial Group's HYD Position: Q2 2022 in Review

Barber Financial Group sold out of VanEck High Yield Muni ETF (HYD) in Q2 2022, closing a stake of 9,652 shares — an estimated $554K sold.

Barber Financial Group first reported a position in HYD in Q4 2016 and held it in 22 quarters. The position peaked at $10.5M in Q2 2018. 282 funds tracked by Wall St. Rank hold HYD as of Q2 2022.

  • Barber Financial Group reported no remaining VanEck High Yield Muni ETF position as of Q2 2022 after selling out during the quarter.
  • Barber Financial Group sold 9,652 VanEck High Yield Muni ETF shares in Q2 2022, an estimated $554K.
  • Barber Financial Group first reported a position in VanEck High Yield Muni ETF in Q4 2016 and held it in 22 quarters.
  • Barber Financial Group's VanEck High Yield Muni ETF position peaked at $10.5M in Q2 2018.
  • 282 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.