Independent Financial Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Independent Financial Group’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	$423K	Buy	8,220 +85	+1%	+$4.34K	0.01%	1063
2026 Q1	$408K	Buy	8,135 +303	+4%	+$15.4K	0.01%	1025
2025 Q4	$400K	Buy	7,832 +271	+4%	+$13.8K	0.01%	1008
2025 Q3	$385K	Hold	7,561	–	–	0.01%	968
2025 Q2	$380K	Buy	7,561 +63	+0.8%	+$3.15K	0.01%	908
2025 Q1	$384K	Buy	+7,498	New	+$388K	0.01%	815

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 Financial Group's HYD Position: Q2 2026 in Review

Independent Financial Group increased its VanEck High Yield Muni ETF (HYD) stake by 1% in Q2 2026, buying an estimated $4.34K and bringing the position to 8,220 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #1063.

Independent Financial Group first reported a position in HYD in Q1 2025 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Independent Financial Group held 8,220 shares of VanEck High Yield Muni ETF worth $423K as of Q2 2026.
Independent Financial Group bought 85 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $4.34K.
VanEck High Yield Muni ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1063 holding.
Independent Financial Group first reported a position in VanEck High Yield Muni ETF in Q1 2025 and has held it in 6 quarters since.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.