Institutional & Family Asset Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$38.1K	Buy	738 +9	+1%	+$464	0.01%	264
2024 Q1	$38.1K	Buy	729 +5	+0.7%	+$258	0.01%	264
2023 Q4	$37.4K	Buy	724 +11	+2%	+$545	0.01%	255
2023 Q3	$35K	Buy	713 +7	+1%	+$354	0.01%	247
2023 Q2	$36.2K	Buy	706 +7	+1%	+$359	0.01%	252
2023 Q1	$36.2K	Buy	699 +5	+0.7%	+$258	0.01%	244
2022 Q4	$35.1K	Buy	694 +9	+1%	+$455	0.01%	250
2022 Q3	$34K	Buy	685 +6	+0.9%	+$320	0.01%	253
2022 Q2	$37K	Buy	679 +6	+0.9%	+$328	0.01%	250
2022 Q1	$39K	Buy	673 +4	+0.6%	+$239	0.01%	279
2021 Q4	$42K	Buy	669 +8	+1%	+$498	0.01%	283
2021 Q3	$41K	Buy	661 +5	+0.8%	+$317	0.01%	357
2021 Q2	$42K	Buy	656 +6	+0.9%	+$377	0.01%	362
2021 Q1	$40K	Buy	650 +6	+0.9%	+$373	0.01%	389
2020 Q4	$40K	Buy	644 +6	+0.9%	+$362	0.01%	358
2020 Q3	$38K	Buy	638 +7	+1%	+$419	0.01%	318
2020 Q2	$37K	Buy	631 +7	+1%	+$394	0.01%	330
2020 Q1	$33K	Buy	624 +6	+1%	+$369	0.01%	307
2019 Q4	$40K	Buy	618 +6	+1%	+$385	0.01%	337
2019 Q3	$39K	Buy	612 +7	+1%	+$449	0.01%	317
2019 Q2	$39K	Buy	605 +6	+1%	+$379	0.01%	339
2019 Q1	$38K	Buy	599 +7	+1%	+$431	0.01%	355
2018 Q4	$36K	Sell	592 -546	-48%	-$33.3K	0.01%	350
2018 Q3	$71K	Buy	1,138 +6	+0.5%	+$376	0.01%	317
2018 Q2	$71K	Sell	1,132 -357	-24%	-$22.3K	0.01%	317
2018 Q1	$92K	Buy	+1,489	New	+$92.3K	0.02%	257

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Institutional & Family Asset Management's HYD Position: Q2 2024 in Review

Institutional & Family Asset Management increased its VanEck High Yield Muni ETF (HYD) stake by 1.2% in Q2 2024, buying an estimated $464 and bringing the position to 738 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #264.

Institutional & Family Asset Management first reported a position in HYD in Q1 2018 and has held it in 26 quarters since. The position peaked at $92K in Q1 2018. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

Institutional & Family Asset Management held 738 shares of VanEck High Yield Muni ETF worth $38.1K as of Q2 2024.
Institutional & Family Asset Management bought 9 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $464.
VanEck High Yield Muni ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #264 holding.
Institutional & Family Asset Management first reported a position in VanEck High Yield Muni ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's VanEck High Yield Muni ETF position peaked at $92K in Q1 2018.
317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.