Cyndeo Wealth Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Cyndeo Wealth Partners’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	$5.95M	Buy	115,499 +307	+0.3%	+$15.7K	0.28%	94
2026 Q1	$5.78M	Buy	115,192 +18,974	+20%	+$967K	0.3%	88
2025 Q4	$4.92M	Buy	96,218 +4,659	+5%	+$238K	0.27%	94
2025 Q3	$4.66M	Buy	91,559 +963	+1%	+$47.9K	0.26%	98
2025 Q2	$4.55M	Sell	90,596 -6,492	-7%	-$324K	0.27%	101
2025 Q1	$4.97M	Sell	97,088 -18,694	-16%	-$968K	0.33%	91
2024 Q4	$6.01M	Buy	115,782 +6,761	+6%	+$354K	0.41%	78
2024 Q3	$5.79M	Buy	109,021 +14,541	+15%	+$762K	0.4%	78
2024 Q2	$4.88M	Sell	94,480 -9,898	-9%	-$511K	0.38%	77
2024 Q1	$5.45M	Buy	104,378 +1,610	+2%	+$83.1K	0.45%	67
2023 Q4	$5.31M	Sell	102,768 -42,523	-29%	-$2.11M	0.49%	59
2023 Q3	$7.13M	Sell	145,291 -11,882	-8%	-$601K	0.74%	33
2023 Q2	$8.07M	Buy	157,173 +6,048	+4%	+$310K	0.84%	25
2023 Q1	$7.82M	Buy	151,125 +140,786	+1,362%	+$7.27M	0.84%	24
2022 Q4	$523K	Buy	+10,339	New	+$522K	0.06%	210

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

Cyndeo Wealth Partners's HYD Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its VanEck High Yield Muni ETF (HYD) stake by 0.27% in Q2 2026, buying an estimated $15.7K and bringing the position to 115,499 shares worth $5.95M. The position accounts for 0.28% of the portfolio, ranked #94.

Cyndeo Wealth Partners first reported a position in HYD in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.07M in Q2 2023. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Cyndeo Wealth Partners held 115,499 shares of VanEck High Yield Muni ETF worth $5.95M as of Q2 2026.
Cyndeo Wealth Partners bought 307 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $15.7K.
VanEck High Yield Muni ETF made up 0.28% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #94 holding.
Cyndeo Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's VanEck High Yield Muni ETF position peaked at $8.07M in Q2 2023.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.