CTA
HYD icon

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

Chesley Taft & 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
2026
Q2 		$247K Hold
4,800
– – 0.01% 346
2026
Q1 		$241K Hold
4,800
– – 0.01% 341
2025
Q4 		$245K Sell
4,800
-2,225
-32% -$113K 0.01% 345
2025
Q3 		$358K Sell
7,025
-2,125
-23% -$106K 0.02% 293
2025
Q2 		$459K Sell
9,150
-50
-0.5% -$2.5K 0.02% 263
2025
Q1 		$471K Sell
9,200
-125
-1% -$6.47K 0.02% 254
2024
Q4 		$484K Sell
9,325
-2,800
-23% -$146K 0.02% 253
2024
Q3 		$643K Buy
12,125
+400
+3% +$21K 0.03% 233
2024
Q2 		$606K Sell
11,725
-1,400
-11% -$72.3K 0.03% 230
2024
Q1 		$686K Buy
13,125
+1,725
+15% +$89K 0.04% 219
2023
Q4 		$589K Sell
11,400
-5,250
-32% -$260K 0.03% 222
2023
Q3 		$817K Sell
16,650
-2,275
-12% -$115K 0.05% 192
2023
Q2 		$972K Sell
18,925
-2,600
-12% -$133K 0.06% 179
2023
Q1 		$1.11M Sell
21,525
-100
-0.5% -$5.16K 0.07% 169
2022
Q4 		$1.09M Sell
21,625
-1,700
-7% -$85.9K 0.08% 160
2022
Q3 		$1.17M Sell
23,325
-3,525
-13% -$188K 0.09% 154
2022
Q2 		$1.45M Sell
26,850
-6,125
-19% -$334K 0.1% 148
2022
Q1 		$1.85M Sell
32,975
-100
-0.3% -$5.98K 0.11% 142
2021
Q4 		$2.06M Sell
33,075
-100
-0.3% -$6.22K 0.11% 141
2021
Q3 		$2.07M Buy
33,175
+175
+0.5% +$11.1K 0.12% 133
2021
Q2 		$2.1M Buy
33,000
+225
+0.7% +$14.1K 0.12% 132
2021
Q1 		$2.03M Buy
32,775
+50
+0.2% +$3.1K 0.12% 133
2020
Q4 		$2.01M Sell
32,725
-575
-2% -$34.7K 0.13% 122
2020
Q3 		$1.99M Buy
33,300
+175
+0.5% +$10.5K 0.14% 115
2020
Q2 		$1.96M Buy
33,125
+1,135
+4% +$63.9K 0.15% 112
2020
Q1 		$1.67M Buy
31,990
+2,900
+10% +$179K 0.15% 110
2019
Q4 		$1.86M Buy
29,090
+1,260
+5% +$80.9K 0.13% 123
2019
Q3 		$1.79M Buy
27,830
+550
+2% +$35.3K 0.14% 123
2019
Q2 		$1.74M Buy
27,280
+105
+0.4% +$6.63K 0.14% 124
2019
Q1 		$1.71M Buy
27,175
+1,875
+7% +$116K 0.14% 120
2018
Q4 		$1.54M Sell
25,300
-800
-3% -$48.7K 0.15% 121
2018
Q3 		$1.63M Buy
26,100
+2,775
+12% +$174K 0.13% 131
2018
Q2 		$1.47M Buy
23,325
+325
+1% +$20.3K 0.13% 136
2018
Q1 		$1.43M Hold
23,000
– – 0.13% 137
2017
Q4 		$1.44M Buy
23,000
+150
+0.7% +$9.36K 0.12% 143
2017
Q3 		$1.43M Hold
22,850
– – 0.12% 142
2017
Q2 		$1.41M Hold
22,850
– – 0.13% 139
2017
Q1 		$1.4M Sell
22,850
-250
-1% -$15.1K 0.13% 139
2016
Q4 		$1.37M Sell
23,100
-4,499
-16% -$273K 0.14% 129
2016
Q3 		$1.78M Buy
27,599
+850
+3% +$54.9K 0.18% 110
2016
Q2 		$1.73M Buy
26,749
+275
+1% +$17.4K 0.18% 112
2016
Q1 		$1.66M Buy
26,474
+7,699
+41% +$479K 0.17% 112
2015
Q4 		$1.16M Buy
+18,775
New +$1.15M 0.12% 133
2014
Q1 		– Sell
-7,175
Closed -$406K – 264
2013
Q4 		$406K Buy
+7,175
New +$412K 0.04% 222

Other funds holding HYD

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Chesley Taft & Associates's HYD Position: Q2 2026 in Review

Chesley Taft & Associates held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2026 at 4,800 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #346.

Chesley Taft & Associates first reported a position in HYD in Q4 2013 and has held it in 44 quarters since. The position peaked at $2.1M in Q2 2021. 132 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • Chesley Taft & Associates held 4,800 shares of VanEck High Yield Muni ETF worth $247K as of Q2 2026.
  • Chesley Taft & Associates left its VanEck High Yield Muni ETF share count unchanged in Q2 2026.
  • VanEck High Yield Muni ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #346 holding.
  • Chesley Taft & Associates first reported a position in VanEck High Yield Muni ETF in Q4 2013 and has held it in 44 quarters since.
  • Chesley Taft & Associates's VanEck High Yield Muni ETF position peaked at $2.1M in Q2 2021.
  • 132 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.