Corient Private Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History

Corient Private Wealth’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	$736K	Buy	14,287 +4,099	+40%	+$209K	﹤0.01%	1977
2026 Q1	$506K	Buy	10,188 +302	+3%	+$15.4K	﹤0.01%	2027
2025 Q4	$505K	Buy	9,886 +631	+7%	+$32.2K	﹤0.01%	1870
2025 Q3	$471K	Buy	9,255 +2,592	+39%	+$129K	﹤0.01%	1826
2025 Q2	$335K	Buy	6,663 +8	+0.1%	+$399	﹤0.01%	1929
2025 Q1	$341K	Sell	6,655 -171	-3%	-$8.86K	﹤0.01%	1789
2024 Q4	$354K	Buy	+6,826	New	+$357K	﹤0.01%	1805

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

Corient Private Wealth's HYD Position: Q2 2026 in Review

Corient Private Wealth increased its VanEck High Yield Muni ETF (HYD) stake by 40% in Q2 2026, buying an estimated $209K and bringing the position to 14,287 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Corient Private Wealth first reported a position in HYD in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Corient Private Wealth held 14,287 shares of VanEck High Yield Muni ETF worth $736K as of Q2 2026.
Corient Private Wealth bought 4,099 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $209K.
VanEck High Yield Muni ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1977 holding.
Corient Private Wealth first reported a position in VanEck High Yield Muni ETF in Q4 2024 and has held it in 7 quarters since.
372 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.