Boston Research & Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Boston Research & Management’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	$602K	Sell	11,696 -544	-4%	-$27.8K	0.13%	82
2026 Q1	$614K	Hold	12,240	–	–	0.14%	79
2025 Q4	$626K	Sell	12,240 -1,278	-9%	-$65.2K	0.14%	83
2025 Q3	$688K	Sell	13,518 -3,490	-21%	-$174K	0.15%	77
2025 Q2	$854K	Sell	17,008 -930	-5%	-$46.4K	0.2%	73
2025 Q1	$918K	Sell	17,938 -1,181	-6%	-$61.2K	0.23%	71
2024 Q4	$992K	Hold	19,119	–	–	0.24%	72
2024 Q3	$1.01M	Sell	19,119 -1,571	-8%	-$82.3K	0.24%	73
2024 Q2	$1.07M	Sell	20,690 -1,822	-8%	-$94K	0.27%	73
2024 Q1	$1.18M	Sell	22,512 -256	-1%	-$13.2K	0.29%	71
2023 Q4	$1.18M	Sell	22,768 -8,998	-28%	-$446K	0.31%	69
2023 Q3	$1.56M	Sell	31,766 -1,655	-5%	-$83.8K	0.46%	64
2023 Q2	$1.72M	Sell	33,421 -737	-2%	-$37.8K	0.49%	63
2023 Q1	$1.77M	Buy	34,158 +1,795	+6%	+$92.7K	0.53%	61
2022 Q4	$1.64M	Buy	32,363 +1,000	+3%	+$50.5K	0.51%	63
2022 Q3	$1.56M	Sell	31,363 -7,675	-20%	-$409K	0.53%	63
2022 Q2	$2.1M	Buy	39,038 +1,242	+3%	+$67.8K	0.68%	54
2022 Q1	$2.17M	Buy	37,796 +320	+0.9%	+$19.1K	0.63%	57
2021 Q4	$2.34M	Buy	37,476 +2,285	+6%	+$142K	0.64%	59
2021 Q3	$2.2M	Buy	35,191 +4,551	+15%	+$289K	0.65%	59
2021 Q2	$1.95M	Sell	30,640 -340	-1%	-$21.4K	0.59%	59
2021 Q1	$1.93M	Sell	30,980 -255	-0.8%	-$15.8K	0.62%	57
2020 Q4	$1.92M	Buy	+31,235	New	+$1.89M	0.67%	56

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

Boston Research & Management's HYD Position: Q2 2026 in Review

Boston Research & Management reduced its VanEck High Yield Muni ETF (HYD) stake by 4.4% in Q2 2026, selling an estimated $27.8K and leaving 11,696 shares worth $602K. The position accounts for 0.13% of the portfolio, ranked #82.

Boston Research & Management first reported a position in HYD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.34M in Q4 2021. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Boston Research & Management held 11,696 shares of VanEck High Yield Muni ETF worth $602K as of Q2 2026.
Boston Research & Management sold 544 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $27.8K.
VanEck High Yield Muni ETF made up 0.13% of Boston Research & Management's portfolio in Q2 2026, its #82 holding.
Boston Research & Management first reported a position in VanEck High Yield Muni ETF in Q4 2020 and has held it in 23 quarters since.
Boston Research & Management's VanEck High Yield Muni ETF position peaked at $2.34M in Q4 2021.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.