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

Insigneo Advisory Services’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	$488K	Sell	9,727 -462	-5%	-$23.5K	0.03%	385
2025 Q4	$521K	Sell	10,189 -2,721	-21%	-$139K	0.04%	360
2025 Q3	$657K	Sell	12,910 -9,464	-42%	-$471K	0.05%	293
2025 Q2	$1.12M	Sell	22,374 -500	-2%	-$25K	0.1%	175
2025 Q1	$1.17M	Buy	22,874 +2,892	+14%	+$150K	0.12%	153
2024 Q4	$1.04M	Buy	19,982 +1,208	+6%	+$63.2K	0.11%	160
2024 Q3	$996K	Buy	18,774 +6,420	+52%	+$336K	0.1%	178
2024 Q2	$649K	Buy	+12,354	New	+$638K	0.07%	235

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