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Helen Stephens Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Helen Stephens 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
2025
Q1 		– Sell
-6,792
Closed -$353K – 88
2024
Q4 		$353K Buy
6,792
+98
+1% +$5.13K 0.1% 64
2024
Q3 		$355K Buy
+6,694
New +$351K 0.11% 64

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
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 $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Helen Stephens Group's HYD Position: Q1 2025 in Review

Helen Stephens Group sold out of VanEck High Yield Muni ETF (HYD) in Q1 2025, closing a stake of 6,792 shares — an estimated $353K sold.

Helen Stephens Group first reported a position in HYD in Q3 2024 and held it in 2 quarters. The position peaked at $355K in Q3 2024. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2025.

  • Helen Stephens Group reported no remaining VanEck High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Helen Stephens Group sold 6,792 VanEck High Yield Muni ETF shares in Q1 2025, an estimated $353K.
  • Helen Stephens Group first reported a position in VanEck High Yield Muni ETF in Q3 2024 and held it in 2 quarters.
  • Helen Stephens Group's VanEck High Yield Muni ETF position peaked at $355K in Q3 2024.
  • 344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2025.

Based on Helen Stephens Group's 13F filing for Q1 2025, filed 23 Apr 2025.