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Everhart Financial Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Everhart Financial Group’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 		$261K Buy
5,071
+44
+0.9% +$2.25K 0.02% 412
2026
Q1 		$252K Buy
5,027
+177
+4% +$9.02K 0.02% 395
2025
Q4 		$248K Buy
4,850
+78
+2% +$3.98K 0.02% 371
2025
Q3 		$243K Sell
4,772
-13
-0.3% -$647 0.02% 345
2025
Q2 		$240K Sell
4,785
-862
-15% -$43K 0.03% 309
2025
Q1 		$289K Sell
5,647
-482
-8% -$25K 0.04% 280
2024
Q4 		$318K Buy
6,129
+112
+2% +$5.86K 0.07% 250
2024
Q3 		$319K Sell
6,017
-1,461
-20% -$76.5K 0.07% 255
2024
Q2 		$386K Buy
7,478
+346
+5% +$17.9K 0.1% 199
2024
Q1 		$373K Buy
7,132
+405
+6% +$20.9K 0.11% 190
2023
Q4 		$347K Sell
6,727
-2,302
-25% -$114K 0.12% 159
2023
Q3 		$443K Sell
9,029
-723
-7% -$36.6K 0.19% 105
2023
Q2 		$501K Sell
9,752
-595
-6% -$30.5K 0.21% 97
2023
Q1 		$535K Buy
10,347
+2,189
+27% +$113K 0.24% 83
2022
Q4 		$412K Sell
8,158
-3,814
-32% -$193K 0.21% 93
2022
Q3 		$598K Buy
11,972
+1,739
+17% +$92.7K 0.33% 60
2022
Q2 		$551K Sell
10,233
-4,714
-32% -$257K 0.33% 68
2022
Q1 		$858K Sell
14,947
-4,184
-22% -$250K 0.5% 43
2021
Q4 		$1.19M Buy
19,131
+1,382
+8% +$86K 0.72% 31
2021
Q3 		$1.11M Sell
17,749
-7,343
-29% -$466K 0.76% 31
2021
Q2 		$1.6M Buy
25,092
+9,327
+59% +$586K 1.1% 25
2021
Q1 		$980K Buy
15,765
+1,334
+9% +$82.9K 0.86% 29
2020
Q4 		$888K Buy
+14,431
New +$871K 0.82% 32

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Everhart Financial Group's HYD Position: Q2 2026 in Review

Everhart Financial Group increased its VanEck High Yield Muni ETF (HYD) stake by 0.88% in Q2 2026, buying an estimated $2.25K and bringing the position to 5,071 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #412.

Everhart Financial Group first reported a position in HYD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.6M in Q2 2021. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • Everhart Financial Group held 5,071 shares of VanEck High Yield Muni ETF worth $261K as of Q2 2026.
  • Everhart Financial Group bought 44 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $2.25K.
  • VanEck High Yield Muni ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #412 holding.
  • Everhart Financial Group first reported a position in VanEck High Yield Muni ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's VanEck High Yield Muni ETF position peaked at $1.6M in Q2 2021.
  • 371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.