Independent Advisor Alliance’s VanEck High Yield Muni ETF HYD Stock Holding History

Independent Advisor Alliance’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	–	Sell	-4,818	Closed	-$242K	–	1309
2026 Q1	$242K	Buy	+4,818	New	+$246K	﹤0.01%	1424
2025 Q1	–	Sell	-7,079	Closed	-$367K	–	1049
2024 Q4	$367K	Buy	+7,079	New	+$370K	﹤0.01%	1056
2020 Q1	–	Sell	-14,914	Closed	-$955K	–	593
2019 Q4	$955K	Buy	+14,914	New	+$958K	0.04%	377
2017 Q2	–	Sell	-146,371	Closed	-$8.95M	–	301
2017 Q1	$8.95M	Buy	+146,371	New	+$8.82M	1.42%	8

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

Independent Advisor Alliance's HYD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of VanEck High Yield Muni ETF (HYD) in Q2 2026, closing a stake of 4,818 shares — an estimated $242K sold.

Independent Advisor Alliance first reported a position in HYD in Q1 2017 and held it in 4 quarters. The position peaked at $8.95M in Q1 2017. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Independent Advisor Alliance reported no remaining VanEck High Yield Muni ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 4,818 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $242K.
Independent Advisor Alliance first reported a position in VanEck High Yield Muni ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's VanEck High Yield Muni ETF position peaked at $8.95M in Q1 2017.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.