Evergreen Private Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History

Evergreen Private Wealth’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 Q4	–	Sell	-470	Closed	-$23.9K	–	138
2025 Q3	$23.9K	Sell	470 -154	-25%	-$7.66K	0.01%	133
2025 Q2	$31.3K	Buy	624 +100	+19%	+$4.99K	0.01%	128
2025 Q1	$26.8K	Hold	524	–	–	0.01%	128
2024 Q4	$27.2K	Hold	524	–	–	0.01%	134
2024 Q3	$27.8K	Hold	524	–	–	0.01%	134
2024 Q2	$27.1K	Hold	524	–	–	0.01%	131
2024 Q1	$27.4K	Hold	524	–	–	0.01%	137
2023 Q4	$27.1K	Buy	+524	New	+$26K	0.01%	133

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Private Wealth's HYD Position: Q4 2025 in Review

Evergreen Private Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q4 2025, closing a stake of 470 shares — an estimated $23.9K sold.

Evergreen Private Wealth first reported a position in HYD in Q4 2023 and held it in 8 quarters. The position peaked at $31.3K in Q2 2025. 345 funds tracked by Wall St. Rank hold HYD as of Q4 2025.

Evergreen Private Wealth reported no remaining VanEck High Yield Muni ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 470 VanEck High Yield Muni ETF shares in Q4 2025, an estimated $23.9K.
Evergreen Private Wealth first reported a position in VanEck High Yield Muni ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's VanEck High Yield Muni ETF position peaked at $31.3K in Q2 2025.
345 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.