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

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

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. 371 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.
371 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.