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

Cerity 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
2026 Q1	–	Sell	-7,488	Closed	-$383K	–	3316
2025 Q4	$383K	Sell	7,488 -605	-7%	-$30.8K	﹤0.01%	2263
2025 Q3	$412K	Sell	8,093 -443	-5%	-$22K	﹤0.01%	2095
2025 Q2	$429K	Sell	8,536 -5,168	-38%	-$258K	﹤0.01%	1950
2025 Q1	$701K	Buy	13,704 +2,192	+19%	+$114K	﹤0.01%	1587
2024 Q4	$598K	Buy	11,512 +6,613	+135%	+$346K	﹤0.01%	1662
2024 Q3	$260K	Buy	+4,899	New	+$257K	﹤0.01%	2160
2023 Q4	–	Sell	-7,300	Closed	-$358K	–	1873
2023 Q3	$358K	Sell	7,300 -1,122	-13%	-$56.8K	﹤0.01%	1089
2023 Q2	$432K	Buy	+8,422	New	+$431K	﹤0.01%	1245

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners's HYD Position: Q1 2026 in Review

Cerity Partners sold out of VanEck High Yield Muni ETF (HYD) in Q1 2026, closing a stake of 7,488 shares — an estimated $383K sold.

Cerity Partners first reported a position in HYD in Q2 2023 and held it in 8 quarters. The position peaked at $701K in Q1 2025. 348 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

Cerity Partners reported no remaining VanEck High Yield Muni ETF position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 7,488 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $383K.
Cerity Partners first reported a position in VanEck High Yield Muni ETF in Q2 2023 and held it in 8 quarters.
Cerity Partners's VanEck High Yield Muni ETF position peaked at $701K in Q1 2025.
348 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.