Dorsey & Whitney Trust’s VanEck High Yield Muni ETF HYD Stock Holding History

Dorsey & Whitney Trust’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 Q1	$721K	Hold	14,377	–	–	0.04%	356
2025 Q4	$735K	Hold	14,377	–	–	0.04%	346
2025 Q3	$732K	Hold	14,377	–	–	0.04%	343
2025 Q2	$722K	Sell	14,377 -2,454	-15%	-$122K	0.04%	340
2025 Q1	$861K	Sell	16,831 -251	-1%	-$13K	0.05%	291
2024 Q4	$887K	Sell	17,082 -142	-0.8%	-$7.43K	0.05%	286
2024 Q3	$914K	Buy	+17,224	New	+$902K	0.05%	278
2023 Q2	–	Sell	-4,115	Closed	-$213K	–	603
2023 Q1	$213K	Buy	+4,115	New	+$212K	0.02%	518
2020 Q1	–	Sell	-4,831	Closed	-$309K	–	429
2019 Q4	$309K	Hold	4,831	–	–	0.04%	319
2019 Q3	$311K	Buy	+4,831	New	+$310K	0.05%	300

Other funds holding HYD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return