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Dean Jacobson Financial Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Dean Jacobson Financial Services’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
2024
Q4 		– Sell
-6,549
Closed -$348K – 13
2024
Q3 		$348K Buy
+6,549
New +$343K 0.26% 7

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Dean Jacobson Financial Services's HYD Position: Q4 2024 in Review

Dean Jacobson Financial Services sold out of VanEck High Yield Muni ETF (HYD) in Q4 2024, closing a stake of 6,549 shares — an estimated $348K sold.

Dean Jacobson Financial Services first reported a position in HYD in Q3 2024 and held it in 1 quarter. The position peaked at $348K in Q3 2024. 341 funds tracked by Wall St. Rank hold HYD as of Q4 2024.

  • Dean Jacobson Financial Services reported no remaining VanEck High Yield Muni ETF position as of Q4 2024 after selling out during the quarter.
  • Dean Jacobson Financial Services sold 6,549 VanEck High Yield Muni ETF shares in Q4 2024, an estimated $348K.
  • Dean Jacobson Financial Services first reported a position in VanEck High Yield Muni ETF in Q3 2024 and held it in 1 quarter.
  • Dean Jacobson Financial Services's VanEck High Yield Muni ETF position peaked at $348K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2024.

Based on Dean Jacobson Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.