Haven Private’s VanEck High Yield Muni ETF HYD Stock Holding History

Haven Private’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 Q2	$566K	Buy	10,990 +155	+1%	+$7.92K	0.22%	92
2026 Q1	$543K	Buy	10,835 +1,060	+11%	+$54K	0.24%	93
2025 Q4	$500K	Sell	9,775 -1,000	-9%	-$51K	0.22%	99
2025 Q3	$548K	Hold	10,775	–	–	0.24%	91
2025 Q2	$541K	Hold	10,775	–	–	0.24%	94
2025 Q1	$551K	Buy	10,775 +6,075	+129%	+$315K	0.31%	79
2024 Q4	$244K	Buy	+4,700	New	+$246K	0.14%	126

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

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

Haven Private's HYD Position: Q2 2026 in Review

Haven Private increased its VanEck High Yield Muni ETF (HYD) stake by 1.4% in Q2 2026, buying an estimated $7.92K and bringing the position to 10,990 shares worth $566K. The position accounts for 0.22% of the portfolio, ranked #92.

Haven Private first reported a position in HYD in Q4 2024 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Haven Private held 10,990 shares of VanEck High Yield Muni ETF worth $566K as of Q2 2026.
Haven Private bought 155 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $7.92K.
VanEck High Yield Muni ETF made up 0.22% of Haven Private's portfolio in Q2 2026, its #92 holding.
Haven Private first reported a position in VanEck High Yield Muni ETF in Q4 2024 and has held it in 7 quarters since.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.