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Calton & Associates’s VanEck High Yield Muni ETF HYD Stock Holding History

Calton & Associates’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
-4,718
Closed -$241K – 404
2025
Q1 		$241K Buy
+4,718
New +$244K 0.06% 276
2022
Q2 		– Sell
-5,601
Closed -$321K – 291
2022
Q1 		$321K Sell
5,601
-682
-11% -$40.8K 0.1% 235
2021
Q4 		$392K Buy
6,283
+175
+3% +$10.9K 0.1% 210
2021
Q3 		$381K Buy
6,108
+67
+1% +$4.25K 0.08% 239
2021
Q2 		$383K Buy
6,041
+1,016
+20% +$63.8K 0.07% 246
2021
Q1 		$312K Buy
5,025
+631
+14% +$39.2K 0.06% 275
2020
Q4 		$270K Buy
4,394
+110
+3% +$6.64K 0.05% 287
2020
Q3 		$256K Buy
4,284
+243
+6% +$14.6K 0.05% 266
2020
Q2 		$240K Buy
+4,041
New +$228K 0.05% 263
2020
Q1 		– Sell
-3,991
Closed -$256K – 337
2019
Q4 		$256K Buy
+3,991
New +$256K 0.05% 292
2018
Q1 		– Sell
-7,511
Closed -$470K – 757
2017
Q4 		$470K Buy
+7,511
New +$469K 0.12% 171

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

Calton & Associates's HYD Position: Q2 2025 in Review

Calton & Associates sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 4,718 shares — an estimated $241K sold.

Calton & Associates first reported a position in HYD in Q4 2017 and held it in 11 quarters. The position peaked at $470K in Q4 2017. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

  • Calton & Associates reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Calton & Associates sold 4,718 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $241K.
  • Calton & Associates first reported a position in VanEck High Yield Muni ETF in Q4 2017 and held it in 11 quarters.
  • Calton & Associates's VanEck High Yield Muni ETF position peaked at $470K in Q4 2017.
  • 326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Calton & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.