Blue Trust Inc’s VanEck High Yield Muni ETF HYD Stock Holding History

Blue Trust Inc’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 Q1	$52.2K	Buy	1,041 +639	+159%	+$32.6K	﹤0.01%	1307
2025 Q4	$20.6K	Hold	402	–	–	﹤0.01%	1673
2025 Q3	$20.5K	Buy	402 +14	+4%	+$697	﹤0.01%	1657
2025 Q2	$19.5K	Buy	388 +173	+80%	+$8.64K	﹤0.01%	1682
2025 Q1	$11K	Hold	215	–	–	﹤0.01%	1853
2024 Q4	$11.2K	Sell	215 -335	-61%	-$17.5K	﹤0.01%	1797
2024 Q3	$28.4K	Hold	550	–	–	﹤0.01%	1812
2024 Q2	$28.7K	Hold	550	–	–	﹤0.01%	1509
2024 Q1	$28.7K	Sell	550 -243	-31%	-$12.5K	﹤0.01%	1112
2023 Q4	$39K	Buy	793 +243	+44%	+$12K	﹤0.01%	1019
2023 Q3	$28K	Sell	550 -860	-61%	-$43.5K	﹤0.01%	1060
2023 Q2	$73K	Buy	1,410 +1,059	+302%	+$54.3K	﹤0.01%	578
2023 Q1	$18K	Sell	351 -2,616	-88%	-$135K	﹤0.01%	1403
2022 Q4	$148K	Buy	2,967 +2,951	+18,444%	+$149K	﹤0.01%	552
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1933
2022 Q2	$1K	Buy	+16	New	+$873	﹤0.01%	1787

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Fidelity Investments

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

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments

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

Northwestern Mutual Wealth Management

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

Royal Bank of Canada

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

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

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

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