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Glass Jacobson Investment Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Glass Jacobson Investment 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
2023
Q3 		– Sell
-177
Closed -$9.09K – 817
2023
Q2 		$9.09K Buy
+177
New +$9.07K ﹤0.01% 513

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Glass Jacobson Investment Advisors's HYD Position: Q3 2023 in Review

Glass Jacobson Investment Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2023, closing a stake of 177 shares — an estimated $9.09K sold.

Glass Jacobson Investment Advisors first reported a position in HYD in Q2 2023 and held it in 1 quarter. The position peaked at $9.09K in Q2 2023. 288 funds tracked by Wall St. Rank hold HYD as of Q3 2023.

  • Glass Jacobson Investment Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 177 VanEck High Yield Muni ETF shares in Q3 2023, an estimated $9.09K.
  • Glass Jacobson Investment Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2023 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's VanEck High Yield Muni ETF position peaked at $9.09K in Q2 2023.
  • 288 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.