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ERTS Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

ERTS Wealth Advisors’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
2025
Q2 		– Sell
-7,128
Closed -$365K – 49
2025
Q1 		$365K Sell
7,128
-3,407
-32% -$176K 0.07% 57
2024
Q4 		$547K Sell
10,535
-666
-6% -$34.8K 0.1% 47
2024
Q3 		$594K Sell
11,201
-96
-0.8% -$5.03K 0.11% 44
2024
Q2 		$583K Sell
11,297
-736
-6% -$38K 0.12% 42
2024
Q1 		$629K Buy
12,033
+645
+6% +$33.3K 0.13% 40
2023
Q4 		$588K Sell
11,388
-11,870
-51% -$588K 0.13% 37
2023
Q3 		$1.14M Buy
23,258
+6,424
+38% +$325K 0.27% 25
2023
Q2 		$864K Buy
16,834
+458
+3% +$23.5K 0.2% 33
2023
Q1 		$847K Sell
16,376
-17,459
-52% -$902K 0.21% 33
2022
Q4 		$1.71M Sell
33,835
-3,229
-9% -$163K 0.44% 24
2022
Q3 		$1.85M Buy
37,064
+12,362
+50% +$659K 0.52% 20
2022
Q2 		$1.33M Sell
24,702
-9,100
-27% -$497K 0.38% 23
2022
Q1 		$1.94M Sell
33,802
-12,430
-27% -$744K 0.54% 17
2021
Q4 		$2.89M Sell
46,232
-3,689
-7% -$230K 0.69% 17
2021
Q3 		$3.12M Sell
49,921
-17,390
-26% -$1.1M 0.82% 17
2021
Q2 		$4.28M Sell
67,311
-62,791
-48% -$3.94M 1.16% 14
2021
Q1 		$8.09M Sell
130,102
-10,005
-7% -$621K 2.4% 13
2020
Q4 		$8.62M Buy
140,107
+26,757
+24% +$1.62M 2.8% 13
2020
Q3 		$6.78M Buy
113,350
+7,326
+7% +$439K 2.55% 15
2020
Q2 		$6.29M Buy
106,024
+18,448
+21% +$1.04M 2.54% 15
2020
Q1 		$4.58M Buy
87,576
+80,129
+1,076% +$4.93M 2.22% 15
2019
Q4 		$477K Buy
+7,447
New +$478K 0.21% 46

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ERTS Wealth Advisors's HYD Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 7,128 shares — an estimated $365K sold.

ERTS Wealth Advisors first reported a position in HYD in Q4 2019 and held it in 22 quarters. The position peaked at $8.62M in Q4 2020. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 7,128 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $365K.
  • ERTS Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 22 quarters.
  • ERTS Wealth Advisors's VanEck High Yield Muni ETF position peaked at $8.62M in Q4 2020.
  • 326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.