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Hart & Patterson Financial Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$1.56M Sell
30,117
-1,184
-4% -$61.9K 0.76% 34
2024
Q3 		$1.66M Sell
31,301
-1,557
-5% -$81.6K 0.79% 35
2024
Q2 		$1.7M Buy
32,858
+358
+1% +$18.5K 0.84% 31
2024
Q1 		$1.7M Buy
32,500
+1,549
+5% +$79.9K 0.84% 30
2023
Q4 		$1.6M Buy
+30,951
New +$1.53M 0.83% 24

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hart & Patterson Financial Group's HYD Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its VanEck High Yield Muni ETF (HYD) stake by 3.8% in Q4 2024, selling an estimated $61.9K and leaving 30,117 shares worth $1.56M. The position accounts for 0.76% of the portfolio, ranked #34.

Hart & Patterson Financial Group first reported a position in HYD in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.7M in Q1 2024. 341 funds tracked by Wall St. Rank hold HYD as of Q4 2024.

  • Hart & Patterson Financial Group held 30,117 shares of VanEck High Yield Muni ETF worth $1.56M as of Q4 2024.
  • Hart & Patterson Financial Group sold 1,184 VanEck High Yield Muni ETF shares in Q4 2024, an estimated $61.9K.
  • VanEck High Yield Muni ETF made up 0.76% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #34 holding.
  • Hart & Patterson Financial Group first reported a position in VanEck High Yield Muni ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's VanEck High Yield Muni ETF position peaked at $1.7M in Q1 2024.
  • 341 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.