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Carmel Capital Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Carmel Capital 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
2023
Q4 		– Sell
-448
Closed -$22K – 391
2023
Q3 		$22K Buy
+448
New +$22.7K 0.01% 334

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Focus Partners Wealth
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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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AssetMark Inc
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Commonwealth Equity Services
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Carmel Capital Partners's HYD Position: Q4 2023 in Review

Carmel Capital Partners sold out of VanEck High Yield Muni ETF (HYD) in Q4 2023, closing a stake of 448 shares — an estimated $22K sold.

Carmel Capital Partners first reported a position in HYD in Q3 2023 and held it in 1 quarter. The position peaked at $22K in Q3 2023. 319 funds tracked by Wall St. Rank hold HYD as of Q4 2023.

  • Carmel Capital Partners reported no remaining VanEck High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 448 VanEck High Yield Muni ETF shares in Q4 2023, an estimated $22K.
  • Carmel Capital Partners first reported a position in VanEck High Yield Muni ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's VanEck High Yield Muni ETF position peaked at $22K in Q3 2023.
  • 319 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.