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JFS Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

JFS Wealth 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
2022
Q1 		– Sell
-88
Closed -$5K – 1887
2021
Q4 		$5K Buy
+88
New +$5.48K ﹤0.01% 796

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JFS Wealth Advisors's HYD Position: Q1 2022 in Review

JFS Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q1 2022, closing a stake of 88 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in HYD in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 294 funds tracked by Wall St. Rank hold HYD as of Q1 2022.

  • JFS Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 88 VanEck High Yield Muni ETF shares in Q1 2022, an estimated $5K.
  • JFS Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 1 quarter.
  • JFS Wealth Advisors's VanEck High Yield Muni ETF position peaked at $5K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.