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Bartlett & Co Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Bartlett & Co 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
Q3 		– Sell
-202
Closed -$10.4K – 1143
2024
Q2 		$10.4K Buy
+202
New +$10.4K ﹤0.01% 912

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bartlett & Co Wealth Management's HYD Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2024, closing a stake of 202 shares — an estimated $10.4K sold.

Bartlett & Co Wealth Management first reported a position in HYD in Q2 2024 and held it in 1 quarter. The position peaked at $10.4K in Q2 2024. 328 funds tracked by Wall St. Rank hold HYD as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 202 VanEck High Yield Muni ETF shares in Q3 2024, an estimated $10.4K.
  • Bartlett & Co Wealth Management first reported a position in VanEck High Yield Muni ETF in Q2 2024 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's VanEck High Yield Muni ETF position peaked at $10.4K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.