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Confluence Investment Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Confluence Investment Management’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
Q2 		– Sell
-66,241
Closed -$3.39M – 299
2025
Q1 		$3.39M Sell
66,241
-251
-0.4% -$13K 0.05% 145
2024
Q4 		$3.45M Buy
66,492
+438
+0.7% +$22.9K 0.05% 152
2024
Q3 		$3.51M Buy
+66,054
New +$3.46M 0.05% 156

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Confluence Investment Management's HYD Position: Q2 2025 in Review

Confluence Investment Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 66,241 shares — an estimated $3.39M sold.

Confluence Investment Management first reported a position in HYD in Q3 2024 and held it in 3 quarters. The position peaked at $3.51M in Q3 2024. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

  • Confluence Investment Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Confluence Investment Management sold 66,241 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $3.39M.
  • Confluence Investment Management first reported a position in VanEck High Yield Muni ETF in Q3 2024 and held it in 3 quarters.
  • Confluence Investment Management's VanEck High Yield Muni ETF position peaked at $3.51M in Q3 2024.
  • 326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Confluence Investment Management's 13F filing for Q2 2025, filed 1 Jul 2025.