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 Q2	$183K	Buy	+3,558	New	+$182K	0.02%	226
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 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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 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

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

Concord Wealth Partners's HYD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in VanEck High Yield Muni ETF (HYD) in Q2 2026: 3,558 shares worth $183K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in HYD as recently as Q4 2025.

Concord Wealth Partners first reported a position in HYD in Q3 2025 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Concord Wealth Partners held 3,558 shares of VanEck High Yield Muni ETF worth $183K as of Q2 2026.
VanEck High Yield Muni ETF was a new Concord Wealth Partners position in Q2 2026.
VanEck High Yield Muni ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #226 holding.
Concord Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q3 2025 and has held it in 3 quarters since.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.