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

GeoWealth 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
2025
Q1 		– Sell
-957
Closed -$49.7K – 1403
2024
Q4 		$49.7K Sell
957
-580
-38% -$30.3K ﹤0.01% 1165
2024
Q3 		$81.6K Buy
+1,537
New +$80.5K ﹤0.01% 943
2024
Q2 		– Sell
-10,222
Closed -$534K – 901
2024
Q1 		$534K Buy
+10,222
New +$528K 0.02% 420
2023
Q3 		– Sell
-696
Closed -$36K – 505
2023
Q2 		$36K Sell
696
-2,865
-80% -$147K ﹤0.01% 342
2023
Q1 		$184K Sell
3,561
-6,468
-64% -$334K 0.02% 213
2022
Q4 		$506K Sell
10,029
-7,935
-44% -$401K 0.05% 147
2022
Q3 		$897K Buy
17,964
+3,621
+25% +$193K 0.1% 124
2022
Q2 		$772K Sell
14,343
-4,245
-23% -$232K 0.1% 121
2022
Q1 		$1.07M Sell
18,588
-2,574
-12% -$154K 0.09% 137
2021
Q4 		$1.32M Buy
21,162
+229
+1% +$14.3K 0.11% 130
2021
Q3 		$1.31M Buy
20,933
+75
+0.4% +$4.76K 0.11% 142
2021
Q2 		$1.33M Buy
+20,858
New +$1.31M 0.17% 91
2021
Q1 		– Sell
-10,543
Closed -$649K – 216
2020
Q4 		$649K Buy
+10,543
New +$637K 0.1% 128

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GeoWealth Management's HYD Position: Q1 2025 in Review

GeoWealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2025, closing a stake of 957 shares — an estimated $49.7K sold.

GeoWealth Management first reported a position in HYD in Q4 2020 and held it in 13 quarters. The position peaked at $1.33M in Q2 2021. 345 funds tracked by Wall St. Rank hold HYD as of Q1 2025.

  • GeoWealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 957 VanEck High Yield Muni ETF shares in Q1 2025, an estimated $49.7K.
  • GeoWealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2020 and held it in 13 quarters.
  • GeoWealth Management's VanEck High Yield Muni ETF position peaked at $1.33M in Q2 2021.
  • 345 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.