Ironwood Wealth Management (Arizona)’s VanEck High Yield Muni ETF HYD Stock Holding History

Ironwood Wealth Management (Arizona)’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
2023 Q3	–	Sell	-574	Closed	-$29.5K	–	47
2023 Q2	$29.5K	Buy	574 +500	+676%	+$25.6K	0.01%	38
2023 Q1	$3.83K	Hold	74	–	–	﹤0.01%	45
2022 Q4	$3.74K	Buy	+74	New	+$3.74K	﹤0.01%	43
2020 Q1	–	Sell	-2,272	Closed	-$146K	–	52
2019 Q4	$146K	Hold	2,272	–	–	0.1%	33
2019 Q3	$146K	Hold	2,272	–	–	0.11%	34
2019 Q2	$145K	Sell	2,272 -2,008	-47%	-$127K	0.11%	33
2019 Q1	$269K	Hold	4,280	–	–	0.23%	30
2018 Q4	$261K	Hold	4,280	–	–	0.25%	27
2018 Q3	$266K	Hold	4,280	–	–	0.23%	24
2018 Q2	$269K	Buy	+4,280	New	+$267K	0.25%	25
2017 Q3	$268K	Buy	+4,280	New	+$266K	0.25%	26

Other funds holding HYD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return