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Jacobson & Schmitt Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Jacobson & Schmitt Advisors’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 		$705K Sell
13,683
-68
-0.5% -$3.48K 0.12% 55
2026
Q1 		$689K Buy
13,751
+1,121
+9% +$57.1K 0.13% 49
2025
Q4 		$646K Buy
12,630
+3,371
+36% +$172K 0.11% 49
2025
Q3 		$471K Buy
+9,259
New +$461K 0.08% 60

Other funds holding HYD

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Jacobson & Schmitt Advisors's HYD Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its VanEck High Yield Muni ETF (HYD) stake by 0.49% in Q2 2026, selling an estimated $3.48K and leaving 13,683 shares worth $705K. The position accounts for 0.12% of the portfolio, ranked #55.

Jacobson & Schmitt Advisors first reported a position in HYD in Q3 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • Jacobson & Schmitt Advisors held 13,683 shares of VanEck High Yield Muni ETF worth $705K as of Q2 2026.
  • Jacobson & Schmitt Advisors sold 68 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $3.48K.
  • VanEck High Yield Muni ETF made up 0.12% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #55 holding.
  • Jacobson & Schmitt Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2025 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.