Carroll Financial Associates’s VanEck High Yield Muni ETF HYD Stock Holding History

Carroll Financial 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
2021 Q4	$10K	Hold	165	–	–	﹤0.01%	1159
2021 Q3	$10K	Hold	165	–	–	﹤0.01%	1213
2021 Q2	$10K	Hold	165	–	–	﹤0.01%	1284
2021 Q1	$10K	Hold	165	–	–	﹤0.01%	1206
2020 Q4	$10K	Hold	165	–	–	﹤0.01%	1107
2020 Q3	$9K	Hold	165	–	–	﹤0.01%	1063
2020 Q2	$9K	Hold	165	–	–	﹤0.01%	1057
2020 Q1	$8K	Hold	165	–	–	﹤0.01%	996
2019 Q4	$10K	Buy	+165	New	+$10.6K	﹤0.01%	1059

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Carroll Financial Associates's HYD Position: Q4 2021 in Review

Carroll Financial Associates held its VanEck High Yield Muni ETF (HYD) position steady in Q4 2021 at 165 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Carroll Financial Associates first reported a position in HYD in Q4 2019 and has held it in 9 quarters since. 339 funds tracked by Wall St. Rank hold HYD as of Q4 2021.

Carroll Financial Associates held 165 shares of VanEck High Yield Muni ETF worth $10K as of Q4 2021.
Carroll Financial Associates left its VanEck High Yield Muni ETF share count unchanged in Q4 2021.
VanEck High Yield Muni ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1159 holding.
Carroll Financial Associates first reported a position in VanEck High Yield Muni ETF in Q4 2019 and has held it in 9 quarters since.
339 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.