EFG
HYD icon

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

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RWP
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VC
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IWS
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WAP
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WPC
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FF
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MPW
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DC
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AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return