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

Concord Wealth 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
-3,496
Closed -$179K – 459
2025
Q4 		$179K Buy
3,496
+49
+1% +$2.5K 0.02% 200
2025
Q3 		$175K Buy
+3,447
New +$171K 0.02% 206

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
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 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 $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Concord Wealth Partners's HYD Position: Q1 2026 in Review

Concord Wealth Partners sold out of VanEck High Yield Muni ETF (HYD) in Q1 2026, closing a stake of 3,496 shares — an estimated $179K sold.

Concord Wealth Partners first reported a position in HYD in Q3 2025 and held it in 2 quarters. The position peaked at $179K in Q4 2025. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

  • Concord Wealth Partners reported no remaining VanEck High Yield Muni ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 3,496 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $179K.
  • Concord Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q3 2025 and held it in 2 quarters.
  • Concord Wealth Partners's VanEck High Yield Muni ETF position peaked at $179K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.