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

Bernicke 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
2026
Q2 		$4.49M Buy
87,134
+1,681
+2% +$85.9K 0.52% 19
2026
Q1 		$4.28M Buy
85,453
+1,280
+2% +$65.2K 0.55% 17
2025
Q4 		$4.3M Buy
+84,173
New +$4.29M 0.55% 18
2020
Q2 		$2.92M Sell
49,179
-12,690
-21% -$715K 2.15% 7
2020
Q1 		$3.23M Buy
61,869
+4,484
+8% +$276K 1.96% 7
2019
Q4 		$3.68M Buy
57,385
+2,158
+4% +$139K 2.05% 7
2019
Q3 		$3.56M Buy
55,227
+2,177
+4% +$140K 2.06% 7
2019
Q2 		$3.38M Sell
53,050
-214
-0.4% -$13.5K 2.03% 7
2019
Q1 		$3.34M Buy
53,264
+1,678
+3% +$103K 2.1% 7
2018
Q4 		$3.15M Buy
51,586
+1,757
+4% +$107K 2.17% 7
2018
Q3 		$3.1M Buy
49,829
+844
+2% +$52.9K 2.06% 7
2018
Q2 		$3.08M Buy
48,985
+4,436
+10% +$277K 2.16% 7
2018
Q1 		$2.76M Buy
44,549
+1,658
+4% +$103K 2.01% 7
2017
Q4 		$2.68M Buy
42,891
+6,267
+17% +$391K 2.02% 8
2017
Q3 		$2.29M Sell
36,624
-32
-0.1% -$1.99K 1.8% 8
2017
Q2 		$2.27M Sell
36,656
-2,145
-6% -$132K 1.81% 9
2017
Q1 		$2.37M Sell
38,801
-983
-2% -$59.3K 1.97% 8
2016
Q4 		$2.36M Buy
39,784
+3,502
+10% +$213K 2.04% 8
2016
Q3 		$2.34M Buy
36,282
+2,382
+7% +$154K 2.03% 8
2016
Q2 		$2.19M Sell
33,900
-1,332
-4% -$84.5K 1.98% 8
2016
Q1 		$2.21M Buy
35,232
+957
+3% +$59.5K 2.05% 8
2015
Q4 		$2.12M Buy
34,275
+4,159
+14% +$255K 2.05% 8
2015
Q3 		$1.84M Buy
30,116
+3,269
+12% +$198K 1.88% 8
2015
Q2 		$1.6M Buy
26,847
+1,958
+8% +$121K 1.53% 11
2015
Q1 		$1.56M Buy
24,889
+4,388
+21% +$274K 1.66% 13
2014
Q4 		$1.26M Buy
+20,501
New +$1.27M 1.24% 27

Other funds holding HYD

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Bernicke Wealth Management's HYD Position: Q2 2026 in Review

Bernicke Wealth Management increased its VanEck High Yield Muni ETF (HYD) stake by 2% in Q2 2026, buying an estimated $85.9K and bringing the position to 87,134 shares worth $4.49M. The position accounts for 0.52% of the portfolio, ranked #19.

Bernicke Wealth Management first reported a position in HYD in Q4 2014 and has held it in 26 quarters since. 309 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • Bernicke Wealth Management held 87,134 shares of VanEck High Yield Muni ETF worth $4.49M as of Q2 2026.
  • Bernicke Wealth Management bought 1,681 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $85.9K.
  • VanEck High Yield Muni ETF made up 0.52% of Bernicke Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Bernicke Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2014 and has held it in 26 quarters since.
  • 309 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.