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 Q2	$622K	Buy	12,079 +703	+6%	+$35.9K	0.01%	1283
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 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

Concurrent Investment Advisors's HYD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its VanEck High Yield Muni ETF (HYD) stake by 6.2% in Q2 2026, buying an estimated $35.9K and bringing the position to 12,079 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #1283.

Concurrent Investment Advisors first reported a position in HYD in Q4 2023 and has held it in 11 quarters since. The position peaked at $650K in Q2 2025. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Concurrent Investment Advisors held 12,079 shares of VanEck High Yield Muni ETF worth $622K as of Q2 2026.
Concurrent Investment Advisors bought 703 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $35.9K.
VanEck High Yield Muni ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1283 holding.
Concurrent Investment Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's VanEck High Yield Muni ETF position peaked at $650K in Q2 2025.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.