Caldwell Trust’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $554K | Sell |
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|
2025
Q2 | $556K | Sell |
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|
2025
Q1 | $925K | Sell |
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|
2024
Q4 | $964K | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $763K | Hold |
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|
2024
Q1 | $772K | Buy |
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|
2023
Q4 | $660K | Sell |
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|
2023
Q3 | $721K | Sell |
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|
2023
Q2 | $883K | Sell |
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|
2023
Q1 | $942K | Hold |
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|
2022
Q4 | $920K | Sell |
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|
2022
Q3 | $924K | Hold |
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|
2022
Q2 | $996K | Hold |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.29M | Sell |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.25M | Hold |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $1.45M | Buy |
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