Householder Group Estate & Retirement Specialist’s VanEck High Yield Muni ETF HYD Stock Holding History

Householder Group Estate & Retirement Specialist’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	$20K	Buy	403 +5	+1%	+$262	0.01%	287
2024 Q3	$21K	Buy	398 +5	+1%	+$262	0.01%	672
2024 Q2	$20K	Sell	393 -16	-4%	-$826	0.01%	679
2024 Q1	$21.4K	Sell	409 -437	-52%	-$22.6K	0.01%	663
2023 Q4	$43K	Sell	846 -101	-11%	-$5K	0.01%	487
2023 Q3	$46.5K	Buy	+947	New	+$47.9K	0.02%	459
2023 Q1	$58K	Buy	+1,122	New	+$57.9K	0.02%	413
2022 Q4	–	Sell	-1,351	Closed	-$67K	–	655
2022 Q3	$67K	Buy	+1,351	New	+$72.1K	0.03%	341

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Householder Group Estate & Retirement Specialist's HYD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its VanEck High Yield Muni ETF (HYD) stake by 1.3% in Q4 2024, buying an estimated $262 and bringing the position to 403 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #287.

Householder Group Estate & Retirement Specialist first reported a position in HYD in Q3 2022 and has held it in 8 quarters since. The position peaked at $67K in Q3 2022. 341 funds tracked by Wall St. Rank hold HYD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 403 shares of VanEck High Yield Muni ETF worth $20K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 5 VanEck High Yield Muni ETF shares in Q4 2024, an estimated $262.
VanEck High Yield Muni ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #287 holding.
Householder Group Estate & Retirement Specialist first reported a position in VanEck High Yield Muni ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's VanEck High Yield Muni ETF position peaked at $67K in Q3 2022.
341 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.