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 Q2	$61.3K	Buy	1,191 +150	+14%	+$7.67K	﹤0.01%	1264
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

Other funds holding HYD

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

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

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

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

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

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

Blue Trust Inc's HYD Position: Q2 2026 in Review

Blue Trust Inc increased its VanEck High Yield Muni ETF (HYD) stake by 14% in Q2 2026, buying an estimated $7.67K and bringing the position to 1,191 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Blue Trust Inc first reported a position in HYD in Q2 2022 and has held it in 17 quarters since. The position peaked at $148K in Q4 2022. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Blue Trust Inc held 1,191 shares of VanEck High Yield Muni ETF worth $61.3K as of Q2 2026.
Blue Trust Inc bought 150 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $7.67K.
VanEck High Yield Muni ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1264 holding.
Blue Trust Inc first reported a position in VanEck High Yield Muni ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's VanEck High Yield Muni ETF position peaked at $148K in Q4 2022.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.