IFG Advisory’s VanEck High Yield Muni ETF HYD Stock Holding History

IFG Advisory’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	–	Sell	-94,186	Closed	-$4.81M	–	569
2025 Q4	$4.81M	Buy	94,186 +4,199	+5%	+$214K	0.21%	132
2025 Q3	$4.58M	Buy	89,987 +583	+0.7%	+$29K	0.21%	129
2025 Q2	$4.49M	Buy	89,404 +1,913	+2%	+$95.5K	0.23%	118
2025 Q1	$4.48M	Buy	87,491 +10,360	+13%	+$537K	0.25%	107
2024 Q4	$4M	Buy	77,131 +22,161	+40%	+$1.16M	0.23%	117
2024 Q3	$2.92M	Buy	54,970 +27,058	+97%	+$1.42M	0.19%	151
2024 Q2	$1.44M	Buy	27,912 +10,401	+59%	+$537K	0.09%	236
2024 Q1	$915K	Buy	17,511 +3,490	+25%	+$180K	0.07%	258
2023 Q4	$724K	Buy	14,021 +1,066	+8%	+$52.8K	0.05%	305
2023 Q3	$636K	Buy	12,955 +40	+0.3%	+$2.02K	0.05%	301
2023 Q2	$663K	Buy	12,915 +6,768	+110%	+$347K	0.06%	250
2023 Q1	$318K	Buy	+6,147	New	+$317K	0.03%	395
2022 Q1	–	Sell	-3,740	Closed	-$233K	–	510
2021 Q4	$233K	Buy	+3,740	New	+$233K	0.02%	451
2019 Q3	–	Sell	-28,286	Closed	-$754K	–	414
2019 Q2	$754K	Buy	28,286 +666	+2%	+$42K	0.13%	152
2019 Q1	$671K	Sell	27,620 -2,650	-9%	-$163K	0.13%	159
2018 Q4	$695K	Buy	30,270 +10,559	+54%	+$643K	0.16%	133
2018 Q3	$877K	Buy	19,711 +2,224	+13%	+$140K	0.17%	136
2018 Q2	$838K	Buy	+17,487	New	+$1.09M	0.17%	126

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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