IWC
HYD icon

Integrated Wealth Concepts’s VanEck High Yield Muni ETF HYD Stock Holding History

Integrated Wealth Concepts’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 		$323K Sell
6,272
-8,136
-56% -$416K ﹤0.01% 1930
2026
Q1 		$722K Sell
14,408
-3,948
-22% -$201K 0.01% 1307
2025
Q4 		$938K Sell
18,356
-42,368
-70% -$2.16M 0.01% 802
2025
Q3 		$3.09M Buy
60,724
+6,064
+11% +$302K 0.03% 523
2025
Q2 		$2.74M Sell
54,660
-2,638
-5% -$132K 0.03% 521
2025
Q1 		$2.93M Sell
57,298
-1,654
-3% -$85.7K 0.03% 472
2024
Q4 		$3.06M Sell
58,952
-3,567
-6% -$187K 0.04% 429
2024
Q3 		$3.32M Sell
62,519
-204
-0.3% -$10.7K 0.04% 393
2024
Q2 		$3.24M Sell
62,723
-796
-1% -$41.1K 0.04% 368
2024
Q1 		$3.32M Sell
63,519
-2,052
-3% -$106K 0.05% 361
2023
Q4 		$3.39M Sell
65,571
-83,042
-56% -$4.11M 0.06% 320
2023
Q3 		$7.29M Buy
148,613
+3,788
+3% +$192K 0.13% 173
2023
Q2 		$7.44M Sell
144,825
-8,477
-6% -$434K 0.13% 171
2023
Q1 		$7.93M Buy
153,302
+24,380
+19% +$1.26M 0.16% 134
2022
Q4 		$6.52M Sell
128,922
-13,773
-10% -$696K 0.18% 123
2022
Q3 		$7.13M Buy
142,695
+6,959
+5% +$371K 0.23% 93
2022
Q2 		$7.31M Sell
135,736
-4,406
-3% -$241K 0.23% 97
2022
Q1 		$8.04M Buy
140,142
+1,095
+0.8% +$65.5K 0.25% 88
2021
Q4 		$8.68M Sell
139,047
-413,760
-75% -$25.8M 0.26% 78
2021
Q3 		$34.5M Buy
552,807
+70,656
+15% +$4.48M 1.12% 20
2021
Q2 		$30.7M Buy
482,151
+17,563
+4% +$1.1M 1.09% 22
2021
Q1 		$28.9M Buy
464,588
+27,646
+6% +$1.72M 1.19% 19
2020
Q4 		$26.9M Buy
436,942
+433,577
+12,885% +$26.2M 1.27% 18
2020
Q3 		$201K Sell
3,365
-164,752
-98% -$9.87M 0.01% 542
2020
Q2 		$9.97M Buy
+168,117
New +$9.47M 0.72% 38

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Integrated Wealth Concepts's HYD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its VanEck High Yield Muni ETF (HYD) stake by 56% in Q2 2026, selling an estimated $416K and leaving 6,272 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Integrated Wealth Concepts first reported a position in HYD in Q2 2020 and has held it in 25 quarters since. The position peaked at $34.5M in Q3 2021. 374 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • Integrated Wealth Concepts held 6,272 shares of VanEck High Yield Muni ETF worth $323K as of Q2 2026.
  • Integrated Wealth Concepts sold 8,136 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $416K.
  • VanEck High Yield Muni ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1930 holding.
  • Integrated Wealth Concepts first reported a position in VanEck High Yield Muni ETF in Q2 2020 and has held it in 25 quarters since.
  • Integrated Wealth Concepts's VanEck High Yield Muni ETF position peaked at $34.5M in Q3 2021.
  • 374 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.