Blue Chip Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Blue Chip Partners’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 Q4	–	Sell	-3,300	Closed	-$175K	–	173
2024 Q3	$175K	Buy	3,300 +17	+0.5%	+$890	0.02%	154
2024 Q2	$170K	Buy	3,283 +17	+0.5%	+$877	0.02%	143
2024 Q1	$171K	Sell	3,266 -264	-7%	-$13.6K	0.02%	143
2023 Q4	$182K	Buy	3,530 +26	+0.7%	+$1.29K	0.02%	144
2023 Q3	$172K	Sell	3,504 -13,410	-79%	-$679K	0.02%	143
2023 Q2	$868K	Sell	16,914 -889	-5%	-$45.5K	0.1%	84
2023 Q1	$921K	Sell	17,803 -2,981	-14%	-$154K	0.11%	80
2022 Q4	$1.05M	Buy	+20,784	New	+$1.05M	0.13%	76

Other funds holding HYD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focus Partners Wealth

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return