Clearstead Trust’s VanEck High Yield Muni ETF HYD Stock Holding History

Clearstead Trust’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 Q3	–	Sell	-2,200	Closed	-$110K	–	1538
2025 Q2	$110K	Hold	2,200	–	–	0.02%	227
2025 Q1	$113K	Hold	2,200	–	–	0.03%	200
2024 Q4	$114K	Hold	2,200	–	–	0.02%	195
2024 Q3	$117K	Hold	2,200	–	–	0.03%	171
2024 Q2	$114K	Hold	2,200	–	–	0.03%	172
2024 Q1	$115K	Hold	2,200	–	–	0.03%	173
2023 Q4	$114K	Hold	2,200	–	–	0.03%	189
2023 Q3	$108K	Sell	2,200 -500	-19%	-$25.3K	0.04%	168
2023 Q2	$139K	Buy	+2,700	New	+$138K	0.04%	157

Other funds holding HYD

Bank of America

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments

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

Northwestern Mutual Wealth Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return