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Concourse Financial Group Securities’s VanEck High Yield Muni ETF HYD Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-10,155
Closed -$526K – 952
2024
Q4 		$526K Sell
10,155
-2,997
-23% -$157K 0.03% 464
2024
Q3 		$698K Sell
13,152
-3,486
-21% -$183K 0.04% 386
2024
Q2 		$859K Buy
16,638
+4,007
+32% +$207K 0.05% 326
2024
Q1 		$660K Buy
12,631
+3,157
+33% +$163K 0.04% 390
2023
Q4 		$489K Buy
9,474
+858
+10% +$42.5K 0.03% 446
2023
Q3 		$423K Buy
8,616
+2,118
+33% +$107K 0.03% 445
2023
Q2 		$334K Sell
6,498
-5,819
-47% -$298K 0.03% 516
2023
Q1 		$637K Buy
12,317
+895
+8% +$46.2K 0.05% 372
2022
Q4 		$577K Buy
11,422
+3,412
+43% +$172K 0.05% 380
2022
Q3 		$400K Buy
8,010
+7,441
+1,308% +$397K 0.04% 403
2022
Q2 		$31K Sell
569
-232
-29% -$12.7K ﹤0.01% 1280
2022
Q1 		$46K Sell
801
-464
-37% -$27.8K ﹤0.01% 1171
2021
Q4 		$79K Buy
1,265
+450
+55% +$28K ﹤0.01% 1101
2021
Q3 		$51K Sell
815
-898
-52% -$57K ﹤0.01% 1294
2021
Q2 		$109K Sell
1,713
-80
-4% -$5.03K 0.01% 949
2021
Q1 		$111K Sell
1,793
-189
-10% -$11.7K 0.01% 890
2020
Q4 		$122K Buy
1,982
+1,261
+175% +$76.1K 0.01% 803
2020
Q3 		$43K Sell
721
-1,261
-64% -$75.5K ﹤0.01% 1115
2020
Q2 		$117K Sell
1,982
-266
-12% -$15K 0.01% 672
2020
Q1 		$117K Sell
2,248
-1,294
-37% -$79.7K 0.01% 608
2019
Q4 		$228K Buy
3,542
+3,242
+1,081% +$208K 0.02% 476
2019
Q3 		$19K Sell
300
-1,775
-86% -$114K ﹤0.01% 979
2019
Q2 		$132K Sell
2,075
-50
-2% -$3.15K 0.01% 595
2019
Q1 		$133K Sell
2,125
-7
-0.3% -$431 0.01% 596
2018
Q4 		$130K Sell
2,132
-118
-5% -$7.19K 0.02% 555
2018
Q3 		$140K Buy
+2,250
New +$141K 0.04% 353

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concourse Financial Group Securities's HYD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of VanEck High Yield Muni ETF (HYD) in Q1 2025, closing a stake of 10,155 shares — an estimated $526K sold.

Concourse Financial Group Securities first reported a position in HYD in Q3 2018 and held it in 26 quarters. The position peaked at $859K in Q2 2024. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining VanEck High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 10,155 VanEck High Yield Muni ETF shares in Q1 2025, an estimated $526K.
  • Concourse Financial Group Securities first reported a position in VanEck High Yield Muni ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's VanEck High Yield Muni ETF position peaked at $859K in Q2 2024.
  • 344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.