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 Q2	$1.88M	Buy	36,490 +3,561	+11%	+$182K	0.42%	38
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 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

Brown Wealth Management's HYD Position: Q2 2026 in Review

Brown Wealth Management increased its VanEck High Yield Muni ETF (HYD) stake by 11% in Q2 2026, buying an estimated $182K and bringing the position to 36,490 shares worth $1.88M. The position accounts for 0.42% of the portfolio, ranked #38.

Brown Wealth Management first reported a position in HYD in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.38M in Q1 2025. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Brown Wealth Management held 36,490 shares of VanEck High Yield Muni ETF worth $1.88M as of Q2 2026.
Brown Wealth Management bought 3,561 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $182K.
VanEck High Yield Muni ETF made up 0.42% of Brown Wealth Management's portfolio in Q2 2026, its #38 holding.
Brown Wealth Management first reported a position in VanEck High Yield Muni ETF in Q2 2023 and has held it in 13 quarters since.
Brown Wealth Management's VanEck High Yield Muni ETF position peaked at $3.38M in Q1 2025.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.