CIA
HYD icon

Concurrent Investment Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Concurrent Investment Advisors’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 		$570K Buy
11,376
+257
+2% +$13.1K 0.01% 1140
2025
Q4 		$568K Sell
11,119
-344
-3% -$17.5K 0.01% 1092
2025
Q3 		$583K Sell
11,463
-1,492
-12% -$74.2K 0.01% 848
2025
Q2 		$650K Buy
12,955
+2,875
+29% +$144K 0.01% 755
2025
Q1 		$516K Buy
10,080
+2,199
+28% +$114K 0.01% 745
2024
Q4 		$409K Hold
7,881
– – 0.01% 729
2024
Q3 		$418K Sell
7,881
-798
-9% -$41.8K 0.01% 675
2024
Q2 		$448K Buy
8,679
+71
+0.8% +$3.66K 0.01% 624
2024
Q1 		$450K Buy
8,608
+276
+3% +$14.2K 0.02% 577
2023
Q4 		$430K Buy
+8,332
New +$413K 0.02% 528

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 $528B 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