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

Bison Wealth’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
Q4 		– Sell
-6,487
Closed -$318K – 412
2023
Q3 		$318K Buy
6,487
+1,100
+20% +$55.7K 0.06% 297
2023
Q2 		$277K Buy
+5,387
New +$276K 0.05% 306

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
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

Bison Wealth's HYD Position: Q4 2023 in Review

Bison Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q4 2023, closing a stake of 6,487 shares — an estimated $318K sold.

Bison Wealth first reported a position in HYD in Q2 2023 and held it in 2 quarters. The position peaked at $318K in Q3 2023. 319 funds tracked by Wall St. Rank hold HYD as of Q4 2023.

  • Bison Wealth reported no remaining VanEck High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Bison Wealth sold 6,487 VanEck High Yield Muni ETF shares in Q4 2023, an estimated $318K.
  • Bison Wealth first reported a position in VanEck High Yield Muni ETF in Q2 2023 and held it in 2 quarters.
  • Bison Wealth's VanEck High Yield Muni ETF position peaked at $318K in Q3 2023.
  • 319 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2023.

Based on Bison Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.