Family Asset Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Family Asset 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
2024 Q3	$145K	Sell	2,728 -675	-20%	-$35.4K	0.09%	115
2024 Q2	$176K	Sell	3,403 -1,054	-24%	-$54.4K	0.11%	104
2024 Q1	$233K	Sell	4,457 -1,332	-23%	-$68.7K	0.15%	97
2023 Q4	$299K	Sell	5,789 -6,000	-51%	-$297K	0.2%	84
2023 Q3	$578K	Buy	11,789 +5,683	+93%	+$288K	0.43%	57
2023 Q2	$314K	Sell	6,106 -2,065	-25%	-$106K	0.21%	77
2023 Q1	$423K	Buy	+8,171	New	+$422K	0.31%	65

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

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

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

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

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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 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 $71.6B AUM 21.08% 1-Year Est. Return

Family Asset Management's HYD Position: Q3 2024 in Review

Family Asset Management reduced its VanEck High Yield Muni ETF (HYD) stake by 20% in Q3 2024, selling an estimated $35.4K and leaving 2,728 shares worth $145K. The position accounts for 0.09% of the portfolio, ranked #115.

Family Asset Management first reported a position in HYD in Q1 2023 and has held it in 7 quarters since. The position peaked at $578K in Q3 2023. 328 funds tracked by Wall St. Rank hold HYD as of Q3 2024.

Family Asset Management held 2,728 shares of VanEck High Yield Muni ETF worth $145K as of Q3 2024.
Family Asset Management sold 675 VanEck High Yield Muni ETF shares in Q3 2024, an estimated $35.4K.
VanEck High Yield Muni ETF made up 0.09% of Family Asset Management's portfolio in Q3 2024, its #115 holding.
Family Asset Management first reported a position in VanEck High Yield Muni ETF in Q1 2023 and has held it in 7 quarters since.
Family Asset Management's VanEck High Yield Muni ETF position peaked at $578K in Q3 2023.
328 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.