BWP
HYD icon

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

Burling 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
2025
Q2 		– Sell
-4,000
Closed -$205K – 177
2025
Q1 		$205K Hold
4,000
– – 0.04% 161
2024
Q4 		$208K Buy
+4,000
New +$209K 0.04% 161

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Burling Wealth Partners's HYD Position: Q2 2025 in Review

Burling Wealth Partners sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 4,000 shares — an estimated $205K sold.

Burling Wealth Partners first reported a position in HYD in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q4 2024. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

  • Burling Wealth Partners reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Burling Wealth Partners sold 4,000 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $205K.
  • Burling Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q4 2024 and held it in 2 quarters.
  • Burling Wealth Partners's VanEck High Yield Muni ETF position peaked at $208K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Burling Wealth Partners's 13F filing for Q2 2025, filed 8 Aug 2025.