Forum Financial Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Forum Financial 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
2026 Q2	$65.1M	Sell	1,263,926 -9,616	-0.8%	-$491K	0.84%	15
2026 Q1	$63.9M	Buy	1,273,542 +21,471	+2%	+$1.09M	0.9%	15
2025 Q4	$64M	Sell	1,252,071 -24,945	-2%	-$1.27M	0.83%	15
2025 Q3	$65M	Buy	1,277,016 +1,097,133	+610%	+$54.6M	0.89%	15
2025 Q2	$9.03M	Sell	179,883 -229,993	-56%	-$11.5M	0.14%	38
2025 Q1	$21M	Sell	409,876 -138,876	-25%	-$7.19M	0.35%	22
2024 Q4	$28.5M	Sell	548,752 -94,640	-15%	-$4.95M	0.47%	19
2024 Q3	$34.1M	Buy	643,392 +36,316	+6%	+$1.9M	0.57%	16
2024 Q2	$31.4M	Buy	607,076 +231,543	+62%	+$12M	0.57%	17
2024 Q1	$19.6M	Sell	375,533 -156,857	-29%	-$8.1M	0.34%	21
2023 Q4	$27.5M	Buy	+532,390	New	+$26.4M	0.52%	18

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's HYD Position: Q2 2026 in Review

Forum Financial Management reduced its VanEck High Yield Muni ETF (HYD) stake by 0.76% in Q2 2026, selling an estimated $491K and leaving 1,263,926 shares worth $65.1M. The position accounts for 0.84% of the portfolio, ranked #15.

Forum Financial Management first reported a position in HYD in Q4 2023 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Forum Financial Management held 1,263,926 shares of VanEck High Yield Muni ETF worth $65.1M as of Q2 2026.
Forum Financial Management sold 9,616 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $491K.
VanEck High Yield Muni ETF made up 0.84% of Forum Financial Management's portfolio in Q2 2026, its #15 holding.
Forum Financial Management first reported a position in VanEck High Yield Muni ETF in Q4 2023 and has held it in 11 quarters since.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.