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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Blue Chip Partners's HYD Position: Q4 2024 in Review

Blue Chip Partners sold out of VanEck High Yield Muni ETF (HYD) in Q4 2024, closing a stake of 3,300 shares — an estimated $175K sold.

Blue Chip Partners first reported a position in HYD in Q4 2022 and held it in 8 quarters. The position peaked at $1.05M in Q4 2022. 341 funds tracked by Wall St. Rank hold HYD as of Q4 2024.

Blue Chip Partners reported no remaining VanEck High Yield Muni ETF position as of Q4 2024 after selling out during the quarter.
Blue Chip Partners sold 3,300 VanEck High Yield Muni ETF shares in Q4 2024, an estimated $175K.
Blue Chip Partners first reported a position in VanEck High Yield Muni ETF in Q4 2022 and held it in 8 quarters.
Blue Chip Partners's VanEck High Yield Muni ETF position peaked at $1.05M in Q4 2022.
341 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2024.

Based on Blue Chip Partners's 13F filing for Q4 2024, filed 31 Jan 2025.