GoalVest Advisory’s VanEck High Yield Muni ETF HYD Stock Holding History

GoalVest Advisory’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	-1,900	Closed	-$96.7K	–	534
2025 Q3	$96.7K	Hold	1,900	–	–	0.02%	174
2025 Q2	$95.4K	Buy	+1,900	New	+$94.8K	0.02%	171
2022 Q3	–	Sell	-664	Closed	-$36K	–	280
2022 Q2	$36K	Buy	664 +650	+4,643%	+$35.5K	0.02%	182
2022 Q1	$1K	Buy	+14	New	+$838	﹤0.01%	333
2021 Q2	$1K	Sell	14 -3	-18%	-$188	﹤0.01%	234
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	172
2020 Q4	$1K	Buy	+17	New	+$1.03K	﹤0.01%	193

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

GoalVest Advisory's HYD Position: Q4 2025 in Review

GoalVest Advisory sold out of VanEck High Yield Muni ETF (HYD) in Q4 2025, closing a stake of 1,900 shares — an estimated $96.7K sold.

GoalVest Advisory first reported a position in HYD in Q4 2020 and held it in 7 quarters. The position peaked at $96.7K in Q3 2025. 345 funds tracked by Wall St. Rank hold HYD as of Q4 2025.

GoalVest Advisory reported no remaining VanEck High Yield Muni ETF position as of Q4 2025 after selling out during the quarter.
GoalVest Advisory sold 1,900 VanEck High Yield Muni ETF shares in Q4 2025, an estimated $96.7K.
GoalVest Advisory first reported a position in VanEck High Yield Muni ETF in Q4 2020 and held it in 7 quarters.
GoalVest Advisory's VanEck High Yield Muni ETF position peaked at $96.7K in Q3 2025.
345 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.