HWM
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HB Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

HB 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 		$739K Buy
14,746
+96
+0.7% +$4.89K ﹤0.01% 796
2025
Q4 		$749K Buy
14,650
+30
+0.2% +$1.53K ﹤0.01% 731
2025
Q3 		$744K Buy
+14,620
New +$727K 0.01% 700
2025
Q2 		– Sell
-16,375
Closed -$838K – 1221
2025
Q1 		$838K Hold
16,375
– – 0.01% 592
2024
Q4 		$850K Buy
16,375
+120
+0.7% +$6.28K 0.01% 447
2024
Q3 		$863K Sell
16,255
-715
-4% -$37.5K 0.01% 431
2024
Q2 		$877K Hold
16,970
– – 0.01% 398
2024
Q1 		$887K Buy
16,970
+1,770
+12% +$91.3K 0.01% 375
2023
Q4 		$785K Hold
15,200
– – 0.01% 356
2023
Q3 		$746K Hold
15,200
– – 0.01% 346
2023
Q2 		$780K Sell
15,200
-2,102
-12% -$108K 0.01% 329
2023
Q1 		$895K Hold
17,302
– – 0.02% 301
2022
Q4 		$875K Buy
+17,302
New +$874K 0.02% 302

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
AFI
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
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