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

Empirical 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	$3.16M	Sell	61,335 -14,955	-20%	-$764K	0.05%	216
2026 Q1	$3.83M	Sell	76,290 -44,034	-37%	-$2.24M	0.07%	174
2025 Q4	$6.15M	Sell	120,324 -3,303	-3%	-$168K	0.11%	125
2025 Q3	$6.29M	Sell	123,627 -13,806	-10%	-$687K	0.13%	121
2025 Q2	$6.9M	Buy	137,433 +24,701	+22%	+$1.23M	0.16%	109
2025 Q1	$5.77M	Sell	112,732 -6,186	-5%	-$320K	0.15%	121
2024 Q4	$6.17M	Sell	118,918 -719	-0.6%	-$37.6K	0.17%	107
2024 Q3	$6.35M	Sell	119,637 -4,432	-4%	-$232K	0.18%	106
2024 Q2	$6.41M	Buy	124,069 +87	+0.1%	+$4.49K	0.19%	98
2024 Q1	$6.48M	Sell	123,982 -3,827	-3%	-$198K	0.2%	95
2023 Q4	$6.6M	Buy	127,809 +38,297	+43%	+$1.9M	0.22%	91
2023 Q3	$4.39M	Sell	89,512 -15,629	-15%	-$791K	0.17%	100
2023 Q2	$5.4M	Sell	105,141 -18,000	-15%	-$922K	0.22%	92
2023 Q1	$6.37M	Sell	123,141 -11,425	-8%	-$590K	0.28%	69
2022 Q4	$6.8M	Sell	134,566 -8,226	-6%	-$416K	0.32%	63
2022 Q3	$7.13M	Sell	142,792 -25,035	-15%	-$1.34M	0.37%	58
2022 Q2	$9.04M	Buy	167,827 +66,059	+65%	+$3.61M	0.47%	43
2022 Q1	$5.84M	Buy	101,768 +10,036	+11%	+$600K	0.29%	59
2021 Q4	$5.73M	Sell	91,732 -948	-1%	-$59K	0.29%	62
2021 Q3	$5.79M	Sell	92,680 -2,526	-3%	-$160K	0.33%	56
2021 Q2	$6.06M	Buy	95,206 +21,964	+30%	+$1.38M	0.37%	50
2021 Q1	$4.55M	Sell	73,242 -24,130	-25%	-$1.5M	0.36%	51
2020 Q4	$5.99M	Sell	97,372 -1,761	-2%	-$106K	0.46%	40
2020 Q3	$5.93M	Sell	99,133 -2,363	-2%	-$141K	0.51%	40
2020 Q2	$6.02M	Sell	101,496 -2,873	-3%	-$162K	0.56%	34
2020 Q1	$5.45M	Buy	104,369 +71,641	+219%	+$4.41M	0.6%	31
2019 Q4	$2.1M	Sell	32,728 -3,136	-9%	-$201K	0.23%	68
2019 Q3	$2.31M	Buy	35,864 +31	+0.1%	+$1.99K	0.28%	54
2019 Q2	$2.29M	Sell	35,833 -561	-2%	-$35.4K	0.3%	52
2019 Q1	$2.28M	Sell	36,394 -50	-0.1%	-$3.08K	0.33%	45
2018 Q4	$2.23M	Sell	36,444 -1,465	-4%	-$89.3K	0.38%	41
2018 Q3	$2.36M	Sell	37,909 -988	-3%	-$62K	0.42%	28
2018 Q2	$2.45M	Sell	38,897 -3,337	-8%	-$208K	0.46%	28
2018 Q1	$2.62M	Sell	42,234 -12,081	-22%	-$749K	0.52%	27
2017 Q4	$3.39M	Buy	54,315 +12,245	+29%	+$764K	0.73%	20
2017 Q3	$2.63M	Sell	42,070 -42	-0.1%	-$2.61K	0.61%	23
2017 Q2	$2.6M	Sell	42,112 -1,956	-4%	-$121K	0.63%	20
2017 Q1	$2.69M	Sell	44,068 -8,978	-17%	-$541K	0.67%	19
2016 Q4	$3.15M	Buy	53,046 +32,864	+163%	+$2M	0.77%	18
2016 Q3	$1.3M	Sell	20,182 -100	-0.5%	-$6.46K	0.34%	35
2016 Q2	$1.31M	Buy	20,282 +133	+0.7%	+$8.43K	0.34%	37
2016 Q1	$1.26M	Sell	20,149 -374	-2%	-$23.3K	0.31%	38
2015 Q4	$1.27M	Buy	20,523 +2,504	+14%	+$154K	0.31%	44
2015 Q3	$1.1M	Sell	18,019 -5,565	-24%	-$336K	0.26%	48
2015 Q2	$1.41M	Buy	23,584 +72	+0.3%	+$4.44K	0.33%	40
2015 Q1	$1.47M	Sell	23,512 -623	-3%	-$38.8K	0.35%	37
2014 Q4	$1.49M	Sell	24,135 -485	-2%	-$29.9K	0.36%	37
2014 Q3	$1.51M	Buy	24,620 +89	+0.4%	+$5.38K	0.37%	37
2014 Q2	$1.48M	Sell	24,531 -4,202	-15%	-$253K	0.37%	38
2014 Q1	$1.7M	Buy	28,733 +331	+1%	+$19.3K	0.45%	31
2013 Q4	$1.6M	Sell	28,402 -2,467	-8%	-$142K	0.45%	28
2013 Q3	$1.8M	Buy	30,869 +732	+2%	+$42.8K	0.56%	19
2013 Q2	$1.84M	Buy	+30,137	New	+$1.96M	0.61%	18

Other funds holding HYD

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

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

Empirical Wealth Management reduced its VanEck High Yield Muni ETF (HYD) stake by 20% in Q2 2026, selling an estimated $764K and leaving 61,335 shares worth $3.16M. The position accounts for 0.05% of the portfolio, ranked #216.

Empirical Wealth Management first reported a position in HYD in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.04M in Q2 2022. 132 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Empirical Wealth Management held 61,335 shares of VanEck High Yield Muni ETF worth $3.16M as of Q2 2026.
Empirical Wealth Management sold 14,955 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $764K.
VanEck High Yield Muni ETF made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #216 holding.
Empirical Wealth Management first reported a position in VanEck High Yield Muni ETF in Q2 2013 and has held it in 53 quarters since.
Empirical Wealth Management's VanEck High Yield Muni ETF position peaked at $9.04M in Q2 2022.
132 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.