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Cypress Financial Planning’s VanEck High Yield Muni ETF HYD Stock Holding History

Cypress Financial Planning’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 		– Sell
-12,190
Closed -$611K – 113
2026
Q1 		$611K Sell
12,190
-621
-5% -$31.7K 0.17% 54
2025
Q4 		$655K Sell
12,811
-1,825
-12% -$93K 0.18% 52
2025
Q3 		$745K Buy
14,636
+1,554
+12% +$77.3K 0.23% 38
2025
Q2 		$657K Buy
13,082
+7,146
+120% +$357K 0.21% 39
2025
Q1 		$304K Buy
5,936
+249
+4% +$12.9K 0.11% 64
2024
Q4 		$295K Sell
5,687
-1,582
-22% -$82.8K 0.11% 63
2024
Q3 		$386K Buy
7,269
+22
+0.3% +$1.15K 0.14% 47
2024
Q2 		$374K Buy
7,247
+532
+8% +$27.5K 0.15% 47
2024
Q1 		$351K Buy
+6,715
New +$347K 0.16% 46
2023
Q4 		– Sell
-8,209
Closed -$403K – 47
2023
Q3 		$403K Buy
8,209
+983
+14% +$49.7K 0.23% 37
2023
Q2 		$370K Buy
7,226
+1,599
+28% +$81.9K 0.21% 40
2023
Q1 		$290K Buy
5,627
+492
+10% +$25.4K 0.18% 45
2022
Q4 		$261K Buy
+5,135
New +$259K 0.17% 46

Other funds holding HYD

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cypress Financial Planning's HYD Position: Q2 2026 in Review

Cypress Financial Planning sold out of VanEck High Yield Muni ETF (HYD) in Q2 2026, closing a stake of 12,190 shares — an estimated $611K sold.

Cypress Financial Planning first reported a position in HYD in Q4 2022 and held it in 13 quarters. The position peaked at $745K in Q3 2025. 55 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • Cypress Financial Planning reported no remaining VanEck High Yield Muni ETF position as of Q2 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 12,190 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $611K.
  • Cypress Financial Planning first reported a position in VanEck High Yield Muni ETF in Q4 2022 and held it in 13 quarters.
  • Cypress Financial Planning's VanEck High Yield Muni ETF position peaked at $745K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.