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

EverSource 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
2026 Q2	$2.02K	Sell	39 -33	-46%	-$1.69K	﹤0.01%	3718
2026 Q1	$3.63K	Sell	72 -6,771	-99%	-$345K	﹤0.01%	3411
2025 Q4	$350K	Sell	6,843 -1,330	-16%	-$67.8K	0.01%	692
2025 Q3	$416K	Sell	8,173 -3,179	-28%	-$158K	0.02%	574
2025 Q2	$570K	Sell	11,352 -15,219	-57%	-$760K	0.03%	409
2025 Q1	$1.36M	Buy	26,571 +3,622	+16%	+$188K	0.07%	201
2024 Q4	$1.19M	Sell	22,949 -2,203	-9%	-$115K	0.07%	217
2024 Q3	$1.33M	Buy	25,152 +1,657	+7%	+$86.8K	0.08%	181
2024 Q2	$1.24M	Buy	23,495 +251	+1%	+$13K	0.08%	187
2024 Q1	$1.19M	Buy	23,244 +10,970	+89%	+$566K	0.09%	162
2023 Q4	$634K	Sell	12,274 -210	-2%	-$10.4K	0.06%	216
2023 Q3	$613K	Sell	12,484 -3,417	-21%	-$173K	0.07%	206
2023 Q2	$816K	Sell	15,901 -7,327	-32%	-$375K	0.09%	175
2023 Q1	$1.2M	Buy	+23,228	New	+$1.2M	0.15%	124
2022 Q2	–	Sell	-1,000	Closed	-$57K	–	1785
2022 Q1	$57K	Hold	1,000	–	–	0.01%	446
2021 Q4	$62K	Buy	+1,000	New	+$62.2K	0.02%	385

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

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

AFI

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EverSource Wealth Advisors's HYD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its VanEck High Yield Muni ETF (HYD) stake by 46% in Q2 2026, selling an estimated $1.69K and leaving 39 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3718.

EverSource Wealth Advisors first reported a position in HYD in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.36M in Q1 2025. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

EverSource Wealth Advisors held 39 shares of VanEck High Yield Muni ETF worth $2.02K as of Q2 2026.
EverSource Wealth Advisors sold 33 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $1.69K.
VanEck High Yield Muni ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3718 holding.
EverSource Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2021 and has held it in 16 quarters since.
EverSource Wealth Advisors's VanEck High Yield Muni ETF position peaked at $1.36M in Q1 2025.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.