Golden State Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Golden State Wealth 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
2026 Q1	$9.4K	Buy	187 +1	+0.5%	+$51	﹤0.01%	1099
2025 Q4	$9.52K	Buy	186 +3	+2%	+$153	﹤0.01%	1119
2025 Q3	$9.35K	Buy	183 +2	+1%	+$100	﹤0.01%	1115
2025 Q2	$9.12K	Buy	181 +2	+1%	+$100	﹤0.01%	1095
2025 Q1	$9.19K	Buy	179 +1	+0.6%	+$52	﹤0.01%	1016
2024 Q4	$9.26K	Buy	+178	New	+$9.31K	﹤0.01%	982
2019 Q4	–	Sell	-184	Closed	-$12K	–	444
2019 Q3	$12K	Hold	184	–	–	﹤0.01%	713
2019 Q2	$11K	Buy	+184	New	+$11.6K	﹤0.01%	729

Other funds holding HYD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return