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

Forvis Mazars 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
2025 Q4	–	Sell	-7,325	Closed	-$373K	–	410
2025 Q3	$373K	Buy	+7,325	New	+$364K	0.01%	326
2019 Q4	–	Sell	-3,340	Closed	-$215K	–	293
2019 Q3	$215K	Buy	3,340 +35	+1%	+$2.25K	0.02%	243
2019 Q2	$211K	Buy	3,305 +34	+1%	+$2.15K	0.02%	247
2019 Q1	$205K	Buy	+3,271	New	+$202K	0.02%	244
2018 Q4	–	Sell	-3,211	Closed	-$200K	–	234
2018 Q3	$200K	Hold	3,211	–	–	0.02%	226
2018 Q2	$202K	Buy	+3,211	New	+$200K	0.02%	226
2018 Q1	–	Sell	-4,800	Closed	-$300K	–	247
2017 Q4	$300K	Buy	+4,800	New	+$300K	0.03%	201

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

AFI

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Forvis Mazars Wealth Advisors's HYD Position: Q4 2025 in Review

Forvis Mazars Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q4 2025, closing a stake of 7,325 shares — an estimated $373K sold.

Forvis Mazars Wealth Advisors first reported a position in HYD in Q4 2017 and held it in 7 quarters. The position peaked at $373K in Q3 2025. 344 funds tracked by Wall St. Rank hold HYD as of Q4 2025.

Forvis Mazars Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q4 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 7,325 VanEck High Yield Muni ETF shares in Q4 2025, an estimated $373K.
Forvis Mazars Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2017 and held it in 7 quarters.
Forvis Mazars Wealth Advisors's VanEck High Yield Muni ETF position peaked at $373K in Q3 2025.
344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.