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

Financial Strategies 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
2024
Q1 		– Sell
-9,916
Closed -$503K – 82
2023
Q4 		$503K Buy
9,916
+728
+8% +$36.1K 0.14% 52
2023
Q3 		$441K Sell
9,188
-13,628
-60% -$690K 0.14% 51
2023
Q2 		$1.17M Buy
22,816
+3,670
+19% +$188K 0.37% 39
2023
Q1 		$991K Buy
19,146
+7,325
+62% +$378K 0.38% 42
2022
Q4 		$598K Buy
11,821
+6,472
+121% +$327K 0.25% 50
2022
Q3 		$267K Sell
5,349
-6,900
-56% -$368K 0.12% 71
2022
Q2 		$660K Buy
12,249
+936
+8% +$51.1K 0.28% 48
2022
Q1 		$649K Sell
11,313
-3,430
-23% -$205K 0.26% 45
2021
Q4 		$920K Buy
14,743
+38
+0.3% +$2.37K 0.38% 31
2021
Q3 		$919K Buy
14,705
+1,610
+12% +$102K 0.41% 27
2021
Q2 		$833K Buy
13,095
+1,264
+11% +$79.4K 0.39% 26
2021
Q1 		$735K Buy
11,831
+924
+8% +$57.4K 0.38% 27
2020
Q4 		$671K Buy
10,907
+3,376
+45% +$204K 0.37% 27
2020
Q3 		$450K Buy
7,531
+2,091
+38% +$125K 0.3% 30
2020
Q2 		$323K Buy
+5,440
New +$306K 0.24% 33

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Strategies Group's HYD Position: Q1 2024 in Review

Financial Strategies Group sold out of VanEck High Yield Muni ETF (HYD) in Q1 2024, closing a stake of 9,916 shares — an estimated $503K sold.

Financial Strategies Group first reported a position in HYD in Q2 2020 and held it in 15 quarters. The position peaked at $1.17M in Q2 2023. 305 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

  • Financial Strategies Group reported no remaining VanEck High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Strategies Group sold 9,916 VanEck High Yield Muni ETF shares in Q1 2024, an estimated $503K.
  • Financial Strategies Group first reported a position in VanEck High Yield Muni ETF in Q2 2020 and held it in 15 quarters.
  • Financial Strategies Group's VanEck High Yield Muni ETF position peaked at $1.17M in Q2 2023.
  • 305 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on Financial Strategies Group's 13F filing for Q1 2024, filed 18 Apr 2024.