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 Q2	$4.94M	Buy	114,599 +24,869	+28%	+$1.27M	0.58%	29
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 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

Ellevest Inc's HYD Position: Q2 2026 in Review

Ellevest Inc increased its VanEck High Yield Muni ETF (HYD) stake by 28% in Q2 2026, buying an estimated $1.27M and bringing the position to 114,599 shares worth $4.94M. The position accounts for 0.58% of the portfolio, ranked #29.

Ellevest Inc first reported a position in HYD in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.4M in Q4 2024. 372 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Ellevest Inc held 114,599 shares of VanEck High Yield Muni ETF worth $4.94M as of Q2 2026.
Ellevest Inc bought 24,869 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $1.27M.
VanEck High Yield Muni ETF made up 0.58% of Ellevest Inc's portfolio in Q2 2026, its #29 holding.
Ellevest Inc first reported a position in VanEck High Yield Muni ETF in Q4 2018 and has held it in 31 quarters since.
Ellevest Inc's VanEck High Yield Muni ETF position peaked at $10.4M in Q4 2024.
372 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.