EI
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Ellevest Inc’s VanEck High Yield Muni ETF HYD Stock Holding History

Ellevest Inc’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 		$4.5M Buy
89,730
+3,478
+4% +$177K 0.63% 31
2025
Q4 		$4.41M Buy
86,252
+4,622
+6% +$236K 0.61% 31
2025
Q3 		$4.15M Buy
81,630
+3,161
+4% +$157K 0.59% 30
2025
Q2 		$3.94M Sell
78,469
-106,071
-57% -$5.29M 0.63% 29
2025
Q1 		$9.44M Sell
184,540
-16,371
-8% -$848K 0.63% 22
2024
Q4 		$10.4M Buy
200,911
+4,571
+2% +$239K 0.6% 24
2024
Q3 		$10.4M Buy
196,340
+4,922
+3% +$258K 0.58% 24
2024
Q2 		$9.89M Buy
191,418
+5,411
+3% +$279K 0.59% 22
2024
Q1 		$9.72M Buy
186,007
+113,129
+155% +$5.84M 0.6% 23
2023
Q4 		$3.76M Sell
72,878
-105,470
-59% -$5.23M 0.26% 37
2023
Q3 		$8.75M Buy
178,348
+4,860
+3% +$246K 0.67% 21
2023
Q2 		$8.91M Buy
173,488
+3,965
+2% +$203K 0.67% 21
2023
Q1 		$8.77M Buy
169,523
+4,894
+3% +$253K 0.68% 20
2022
Q4 		$8.32M Buy
164,629
+4,041
+3% +$204K 0.7% 19
2022
Q3 		$8.02M Buy
160,588
+4,167
+3% +$222K 0.76% 17
2022
Q2 		$8.42M Buy
156,421
+68,783
+78% +$3.75M 0.79% 18
2022
Q1 		$8.98M Sell
87,638
-60,436
-41% -$3.62M 0.76% 19
2021
Q4 		$9.24M Buy
148,074
+6,566
+5% +$409K 0.82% 18
2021
Q3 		$8.84M Buy
141,508
+11,098
+9% +$704K 0.86% 18
2021
Q2 		$8.28M Buy
130,410
+11,422
+10% +$717K 0.82% 18
2021
Q1 		$7.39M Buy
118,988
+9,712
+9% +$603K 0.89% 17
2020
Q4 		$6.72M Buy
109,276
+17,840
+20% +$1.08M 0.98% 17
2020
Q3 		$5.47M Buy
91,436
+11,069
+14% +$663K 0.98% 16
2020
Q2 		$4.76M Buy
80,367
+7,229
+10% +$407K 1.02% 16
2020
Q1 		$3.82M Buy
73,138
+11,977
+20% +$738K 1.06% 16
2019
Q4 		$3.92M Buy
61,161
+9,713
+19% +$624K 1.09% 16
2019
Q3 		$3.31M Buy
51,448
+15,891
+45% +$1.02M 1.16% 15
2019
Q2 		$2.91M Buy
35,557
+3,578
+11% +$226K 1.16% 15
2019
Q1 		$3.2M Sell
31,979
-11,271
-26% -$694K 1.52% 12
2018
Q4 		$2.65M Buy
+43,250
New +$2.64M 1.34% 16

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
AFI
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 $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ellevest Inc's HYD Position: Q1 2026 in Review

Ellevest Inc increased its VanEck High Yield Muni ETF (HYD) stake by 4% in Q1 2026, buying an estimated $177K and bringing the position to 89,730 shares worth $4.5M. The position accounts for 0.63% of the portfolio, ranked #31.

Ellevest Inc first reported a position in HYD in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.4M in Q4 2024. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

  • Ellevest Inc held 89,730 shares of VanEck High Yield Muni ETF worth $4.5M as of Q1 2026.
  • Ellevest Inc bought 3,478 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $177K.
  • VanEck High Yield Muni ETF made up 0.63% of Ellevest Inc's portfolio in Q1 2026, its #31 holding.
  • Ellevest Inc first reported a position in VanEck High Yield Muni ETF in Q4 2018 and has held it in 30 quarters since.
  • Ellevest Inc's VanEck High Yield Muni ETF position peaked at $10.4M in Q4 2024.
  • 344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.