Fairhaven Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Fairhaven Wealth Management’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
2023 Q4	–	Sell	-18,629	Closed	-$914K	–	121
2023 Q3	$914K	Hold	18,629	–	–	0.36%	41
2023 Q2	$956K	Buy	+18,629	New	+$954K	0.37%	40
2022 Q4	$1.9M	Buy	+37,680	New	+$1.9M	0.81%	31
2022 Q3	–	Sell	-7,758	Closed	-$418K	–	115
2022 Q2	$418K	Buy	+7,758	New	+$423K	0.2%	55

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fairhaven Wealth Management's HYD Position: Q4 2023 in Review

Fairhaven Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q4 2023, closing a stake of 18,629 shares — an estimated $914K sold.

Fairhaven Wealth Management first reported a position in HYD in Q2 2022 and held it in 4 quarters. The position peaked at $1.9M in Q4 2022. 318 funds tracked by Wall St. Rank hold HYD as of Q4 2023.

Fairhaven Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
Fairhaven Wealth Management sold 18,629 VanEck High Yield Muni ETF shares in Q4 2023, an estimated $914K.
Fairhaven Wealth Management first reported a position in VanEck High Yield Muni ETF in Q2 2022 and held it in 4 quarters.
Fairhaven Wealth Management's VanEck High Yield Muni ETF position peaked at $1.9M in Q4 2022.
318 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2023.

Based on Fairhaven Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.