Idaho Trust Bank’s VanEck High Yield Muni ETF HYD Stock Holding History

Idaho Trust Bank’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	$1.86M	Buy	36,165 +672	+2%	+$34.3K	0.54%	35
2026 Q1	$1.78M	Sell	35,493 -2,748	-7%	-$140K	0.58%	34
2025 Q4	$1.95M	Sell	38,241 -4,853	-11%	-$247K	0.65%	35
2025 Q3	$2.19M	Sell	43,094 -2,343	-5%	-$117K	0.74%	34
2025 Q2	$2.28M	Hold	45,437	–	–	0.82%	35
2025 Q1	$2.33M	Hold	45,437	–	–	0.95%	35
2024 Q4	$2.36M	Buy	45,437 +12,239	+37%	+$640K	1.19%	26
2024 Q3	$1.76M	Sell	33,198 -7	-0%	-$367	0.85%	33
2024 Q2	$1.72M	Buy	+33,205	New	+$1.71M	0.88%	34
2024 Q1	–	Sell	-30,149	Closed	-$1.56M	–	122
2023 Q4	$1.56M	Buy	30,149 +16,114	+115%	+$798K	0.9%	34
2023 Q3	$689K	Buy	14,035 +143	+1%	+$7.24K	0.45%	49
2023 Q2	$713K	Buy	+13,892	New	+$712K	0.45%	47

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

Idaho Trust Bank's HYD Position: Q2 2026 in Review

Idaho Trust Bank increased its VanEck High Yield Muni ETF (HYD) stake by 1.9% in Q2 2026, buying an estimated $34.3K and bringing the position to 36,165 shares worth $1.86M. The position accounts for 0.54% of the portfolio, ranked #35.

Idaho Trust Bank first reported a position in HYD in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.36M in Q4 2024. 372 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Idaho Trust Bank held 36,165 shares of VanEck High Yield Muni ETF worth $1.86M as of Q2 2026.
Idaho Trust Bank bought 672 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $34.3K.
VanEck High Yield Muni ETF made up 0.54% of Idaho Trust Bank's portfolio in Q2 2026, its #35 holding.
Idaho Trust Bank first reported a position in VanEck High Yield Muni ETF in Q2 2023 and has held it in 12 quarters since.
Idaho Trust Bank's VanEck High Yield Muni ETF position peaked at $2.36M in Q4 2024.
372 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.