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Girard Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Girard Partners’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
-4,452
Closed -$230K – 268
2023
Q4 		$230K Sell
4,452
-2,922
-40% -$145K 0.02% 236
2023
Q3 		$362K Sell
7,374
-921
-11% -$46.6K 0.04% 189
2023
Q2 		$426K Sell
8,295
-330
-4% -$16.9K 0.05% 184
2023
Q1 		$446K Sell
8,625
-124
-1% -$6.4K 0.05% 186
2022
Q4 		$442K Sell
8,749
-4,036
-32% -$204K 0.05% 197
2022
Q3 		$638K Buy
12,785
+942
+8% +$50.2K 0.08% 152
2022
Q2 		$637K Sell
11,843
-2,409
-17% -$132K 0.08% 149
2022
Q1 		$818K Sell
14,252
-369
-3% -$22.1K 0.09% 140
2021
Q4 		$912K Buy
14,621
+3,385
+30% +$211K 0.1% 134
2021
Q3 		$702K Sell
11,236
-2,361
-17% -$150K 0.09% 136
2021
Q2 		$864K Buy
13,597
+357
+3% +$22.4K 0.11% 127
2021
Q1 		$822K Buy
13,240
+902
+7% +$56K 0.12% 122
2020
Q4 		$759K Sell
12,338
-2,735
-18% -$165K 0.12% 124
2020
Q3 		$901K Sell
15,073
-605
-4% -$36.2K 0.15% 113
2020
Q2 		$929K Sell
15,678
-3,989
-20% -$225K 0.17% 113
2020
Q1 		$1.03M Sell
19,667
-2,100
-10% -$129K 0.21% 97
2019
Q4 		$1.39M Buy
21,767
+5,755
+36% +$370K 0.23% 105
2019
Q3 		$1.03M Sell
16,012
-4,274
-21% -$274K 0.19% 106
2019
Q2 		$1.29M Buy
20,286
+3,511
+21% +$222K 0.23% 98
2019
Q1 		$1.05M Buy
16,775
+461
+3% +$28.4K 0.2% 108
2018
Q4 		$995K Sell
16,314
-1,262
-7% -$76.9K 0.21% 105
2018
Q3 		$1.09M Sell
17,576
-506
-3% -$31.7K 0.19% 112
2018
Q2 		$1.14M Buy
18,082
+2,031
+13% +$127K 0.21% 111
2018
Q1 		$995K Buy
16,051
+1,541
+11% +$95.5K 0.23% 100
2017
Q4 		$905K Buy
14,510
+1,751
+14% +$109K 0.17% 116
2017
Q3 		$799K Buy
12,759
+4,299
+51% +$268K 0.17% 118
2017
Q2 		$523K Buy
8,460
+4,168
+97% +$257K 0.11% 154
2017
Q1 		$262K Sell
4,292
-1,724
-29% -$104K 0.06% 200
2016
Q4 		$357K Buy
+6,016
New +$366K 0.1% 161

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Girard Partners's HYD Position: Q1 2024 in Review

Girard Partners sold out of VanEck High Yield Muni ETF (HYD) in Q1 2024, closing a stake of 4,452 shares — an estimated $230K sold.

Girard Partners first reported a position in HYD in Q4 2016 and held it in 29 quarters. The position peaked at $1.39M in Q4 2019. 306 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

  • Girard Partners reported no remaining VanEck High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Girard Partners sold 4,452 VanEck High Yield Muni ETF shares in Q1 2024, an estimated $230K.
  • Girard Partners first reported a position in VanEck High Yield Muni ETF in Q4 2016 and held it in 29 quarters.
  • Girard Partners's VanEck High Yield Muni ETF position peaked at $1.39M in Q4 2019.
  • 306 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on Girard Partners's 13F filing for Q1 2024, filed 13 May 2024.