BWM
HYD icon

Brown Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Brown Wealth 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
Q1 		$1.65M Sell
32,929
-439
-1% -$22.4K 0.42% 42
2025
Q4 		$1.71M Buy
33,368
+811
+2% +$41.3K 0.45% 42
2025
Q3 		$1.66M Sell
32,557
-2,460
-7% -$122K 0.47% 43
2025
Q2 		$1.76M Sell
35,017
-30,963
-47% -$1.55M 0.55% 38
2025
Q1 		$3.38M Buy
65,980
+4,472
+7% +$232K 1.16% 21
2024
Q4 		$3.19M Sell
61,508
-1,754
-3% -$91.8K 1.13% 21
2024
Q3 		$3.36M Buy
63,262
+9,795
+18% +$513K 1.21% 20
2024
Q2 		$2.76M Buy
53,467
+1,924
+4% +$99.3K 1.11% 23
2024
Q1 		$2.69M Buy
51,543
+2,043
+4% +$105K 1.11% 22
2023
Q4 		$2.56M Sell
49,500
-2,725
-5% -$135K 1.13% 22
2023
Q3 		$2.56M Sell
52,225
-1,505
-3% -$76.2K 1.22% 22
2023
Q2 		$2.76M Buy
+53,730
New +$2.75M 1.43% 20

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFI
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
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