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BSW Wealth Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

BSW Wealth Partners’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
2021
Q4 		– Sell
-4,845
Closed -$303K – 266
2021
Q3 		$303K Buy
+4,845
New +$307K 0.08% 180

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Northwestern Mutual Wealth Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

BSW Wealth Partners's HYD Position: Q4 2021 in Review

BSW Wealth Partners sold out of VanEck High Yield Muni ETF (HYD) in Q4 2021, closing a stake of 4,845 shares — an estimated $303K sold.

BSW Wealth Partners first reported a position in HYD in Q3 2021 and held it in 1 quarter. The position peaked at $303K in Q3 2021. 339 funds tracked by Wall St. Rank hold HYD as of Q4 2021.

  • BSW Wealth Partners reported no remaining VanEck High Yield Muni ETF position as of Q4 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 4,845 VanEck High Yield Muni ETF shares in Q4 2021, an estimated $303K.
  • BSW Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q3 2021 and held it in 1 quarter.
  • BSW Wealth Partners's VanEck High Yield Muni ETF position peaked at $303K in Q3 2021.
  • 339 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2021.

Based on BSW Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.