IWS
Insight Wealth Strategies’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
78,924
+1,479
| +2% | +$74K | 0.5% | 67 |
|
|
2025
Q1 | $3.96M | Buy |
77,445
+3,976
| +5% | +$203K | 0.53% | 55 |
|
|
2024
Q4 | $3.81M | Sell |
73,469
-17,028
| -19% | -$884K | 0.51% | 63 |
|
|
2024
Q3 | $4.8M | Buy |
90,497
+8,297
| +10% | +$440K | 0.63% | 39 |
|
|
2024
Q2 | $4.25M | Buy |
82,200
+5,403
| +7% | +$279K | 0.6% | 38 |
|
|
2024
Q1 | $4.01M | Buy |
76,797
+3,538
| +5% | +$185K | 0.59% | 35 |
|
|
2023
Q4 | $3.78M | Buy |
73,259
+7,485
| +11% | +$386K | 0.61% | 29 |
|
|
2023
Q3 | $3.23M | Buy |
65,774
+502
| +0.8% | +$24.6K | 0.62% | 27 |
|
|
2023
Q2 | $3.35M | Buy |
65,272
+2,214
| +4% | +$114K | 0.64% | 28 |
|
|
2023
Q1 | $3.26M | Buy |
63,058
+3,584
| +6% | +$185K | 0.64% | 25 |
|
|
2022
Q4 | $3.01M | Sell |
59,474
-6,560
| -10% | -$332K | 0.58% | 25 |
|
|
2022
Q3 | $3.56M | Hold |
66,034
| – | – | 0.66% | 23 |
|
|
2022
Q2 | $3.56M | Sell |
66,034
-260
| -0.4% | -$14K | 0.66% | 23 |
|
|
2022
Q1 | $3.81M | Sell |
66,294
-846
| -1% | -$48.6K | 0.56% | 29 |
|
|
2021
Q4 | $4.19M | Buy |
67,140
+436
| +0.7% | +$27.2K | 0.6% | 26 |
|
|
2021
Q3 | $4.17M | Sell |
66,704
-148
| -0.2% | -$9.25K | 0.59% | 26 |
|
|
2021
Q2 | $4.25M | Sell |
66,852
-2,372
| -3% | -$151K | 0.6% | 25 |
|
|
2021
Q1 | $4.3M | Buy |
69,224
+2,022
| +3% | +$126K | 0.58% | 27 |
|
|
2020
Q4 | $4.14M | Buy |
67,202
+10,367
| +18% | +$638K | 0.7% | 23 |
|
|
2020
Q3 | $3.4M | Buy |
56,835
+16,801
| +42% | +$1M | 0.63% | 25 |
|
|
2020
Q2 | $2.37M | Buy |
40,034
+11,466
| +40% | +$680K | 0.53% | 26 |
|
|
2020
Q1 | $1.49M | Buy |
28,568
+18,490
| +183% | +$966K | 0.4% | 28 |
|
|
2019
Q4 | $645K | Sell |
10,078
-1,774
| -15% | -$114K | 0.14% | 101 |
|
|
2019
Q3 | $764K | Sell |
11,852
-1,729
| -13% | -$111K | 0.18% | 86 |
|
|
2019
Q2 | $866K | Buy |
13,581
+3,086
| +29% | +$197K | 0.21% | 75 |
|
|
2019
Q1 | $659K | Buy |
10,495
+5,085
| +94% | +$319K | 0.18% | 82 |
|
|
2018
Q4 | $330K | Buy |
+5,410
| New | +$330K | 0.1% | 114 |
|