Guardian Wealth Management (Illinois)’s VanEck High Yield Muni ETF HYD Stock Holding History

Guardian Wealth Management (Illinois)’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	-319	Closed	-$16.5K	–	249
2023 Q4	$16.5K	Buy	319 +3	+0.9%	+$149	0.01%	142
2023 Q3	$15.5K	Buy	316 +3	+1%	+$152	0.01%	142
2023 Q2	$16K	Buy	313 +4	+1%	+$205	0.01%	143
2023 Q1	$16K	Buy	309 +307	+15,350%	+$15.9K	0.02%	144
2022 Q4	$116	Sell	2 -299	-99%	-$15.1K	﹤0.01%	248
2022 Q3	$15K	Buy	301 +2	+0.7%	+$107	0.02%	147
2022 Q2	$16K	Buy	299 +3	+1%	+$164	0.02%	142
2022 Q1	$17K	Buy	296 +3	+1%	+$179	0.02%	156
2021 Q4	$18K	Buy	+293	New	+$18.2K	0.02%	154

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s HYD Position: Q1 2024 in Review

Guardian Wealth Management (Illinois) sold out of VanEck High Yield Muni ETF (HYD) in Q1 2024, closing a stake of 319 shares — an estimated $16.5K sold.

Guardian Wealth Management (Illinois) first reported a position in HYD in Q4 2021 and held it in 9 quarters. The position peaked at $18K in Q4 2021. 306 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

Guardian Wealth Management (Illinois) reported no remaining VanEck High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 319 VanEck High Yield Muni ETF shares in Q1 2024, an estimated $16.5K.
Guardian Wealth Management (Illinois) first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 9 quarters.
Guardian Wealth Management (Illinois)'s VanEck High Yield Muni ETF position peaked at $18K in Q4 2021.
306 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2024, filed 14 May 2024.