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 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

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

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

FFM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clearstead Trust's HYD Position: Q3 2025 in Review

Clearstead Trust sold out of VanEck High Yield Muni ETF (HYD) in Q3 2025, closing a stake of 2,200 shares — an estimated $110K sold.

Clearstead Trust first reported a position in HYD in Q2 2023 and held it in 9 quarters. The position peaked at $139K in Q2 2023. 335 funds tracked by Wall St. Rank hold HYD as of Q3 2025.

Clearstead Trust reported no remaining VanEck High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
Clearstead Trust sold 2,200 VanEck High Yield Muni ETF shares in Q3 2025, an estimated $110K.
Clearstead Trust first reported a position in VanEck High Yield Muni ETF in Q2 2023 and held it in 9 quarters.
Clearstead Trust's VanEck High Yield Muni ETF position peaked at $139K in Q2 2023.
335 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.