Dogwood Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Dogwood Wealth Management’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	$97.5K	Hold	1,893	–	–	0.04%	113
2026 Q1	$94.9K	Hold	1,893	–	–	0.04%	116
2025 Q4	$96.8K	Sell	1,893 -48	-2%	-$2.45K	0.04%	108
2025 Q3	$98.8K	Hold	1,941	–	–	0.04%	106
2025 Q2	$96.9K	Buy	1,941 +30	+2%	+$1.5K	0.05%	99
2025 Q1	$97.8K	Hold	1,911	–	–	0.05%	100
2024 Q4	$99.2K	Hold	1,911	–	–	0.05%	100
2024 Q3	$101K	Buy	1,911 +14	+0.7%	+$733	0.06%	100
2024 Q2	$98K	Buy	1,897 +25	+1%	+$1.29K	0.06%	98
2024 Q1	$97.8K	Sell	1,872 -721	-28%	-$37.2K	0.07%	110
2023 Q4	$134K	Buy	+2,593	New	+$128K	0.1%	89

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

Dogwood Wealth Management's HYD Position: Q2 2026 in Review

Dogwood Wealth Management held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2026 at 1,893 shares worth $97.5K. The position accounts for 0.04% of the portfolio, ranked #113.

Dogwood Wealth Management first reported a position in HYD in Q4 2023 and has held it in 11 quarters since. The position peaked at $134K in Q4 2023. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Dogwood Wealth Management held 1,893 shares of VanEck High Yield Muni ETF worth $97.5K as of Q2 2026.
Dogwood Wealth Management left its VanEck High Yield Muni ETF share count unchanged in Q2 2026.
VanEck High Yield Muni ETF made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #113 holding.
Dogwood Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's VanEck High Yield Muni ETF position peaked at $134K in Q4 2023.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.