Independent Family Office’s VanEck High Yield Muni ETF HYD Stock Holding History

Independent Family Office’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
2021 Q1	–	Sell	-4,035	Closed	-$248K	–	70
2020 Q4	$248K	Hold	4,035	–	–	0.1%	55
2020 Q3	$241K	Hold	4,035	–	–	0.11%	52
2020 Q2	$239K	Buy	+4,035	New	+$227K	0.12%	55
2020 Q1	–	Sell	-8,071	Closed	-$517K	–	59
2019 Q4	$517K	Buy	+8,071	New	+$518K	0.32%	31

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Family Office's HYD Position: Q1 2021 in Review

Independent Family Office sold out of VanEck High Yield Muni ETF (HYD) in Q1 2021, closing a stake of 4,035 shares — an estimated $248K sold.

Independent Family Office first reported a position in HYD in Q4 2019 and held it in 4 quarters. The position peaked at $517K in Q4 2019. 271 funds tracked by Wall St. Rank hold HYD as of Q1 2021.

Independent Family Office reported no remaining VanEck High Yield Muni ETF position as of Q1 2021 after selling out during the quarter.
Independent Family Office sold 4,035 VanEck High Yield Muni ETF shares in Q1 2021, an estimated $248K.
Independent Family Office first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 4 quarters.
Independent Family Office's VanEck High Yield Muni ETF position peaked at $517K in Q4 2019.
271 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2021.

Based on Independent Family Office's 13F filing for Q1 2021, filed 18 May 2021.