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 Q1	$506K	Sell	10,188 -9,584	-48%	-$488K	﹤0.01%	2027
2025 Q4	$1.01M	Buy	19,772 +10,517	+114%	+$536K	﹤0.01%	1881
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 $1.37T AUM 24.88% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth's HYD Position: Q1 2026 in Review

Corient Private Wealth reduced its VanEck High Yield Muni ETF (HYD) stake by 48% in Q1 2026, selling an estimated $488K and leaving 10,188 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Corient Private Wealth first reported a position in HYD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

Corient Private Wealth held 10,188 shares of VanEck High Yield Muni ETF worth $506K as of Q1 2026.
Corient Private Wealth sold 9,584 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $488K.
VanEck High Yield Muni ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2027 holding.
Corient Private Wealth first reported a position in VanEck High Yield Muni ETF in Q4 2024 and has held it in 6 quarters since.
Corient Private Wealth's VanEck High Yield Muni ETF position peaked at $1.01M in Q4 2025.
344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.