Jones Financial Companies’s VanEck High Yield Muni ETF HYD Stock Holding History

Jones Financial Companies’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	$3.84M	Buy	74,513 +15,246	+26%	+$779K	﹤0.01%	1307
2026 Q1	$2.95M	Buy	59,267 +23,039	+64%	+$1.17M	﹤0.01%	1272
2025 Q4	$1.85M	Buy	36,228 +3,874	+12%	+$197K	﹤0.01%	986
2025 Q3	$1.64M	Buy	32,354 +2,611	+9%	+$130K	﹤0.01%	925
2025 Q2	$1.49M	Buy	29,743 +5,876	+25%	+$293K	﹤0.01%	846
2025 Q1	$1.22M	Buy	23,867 +4,706	+25%	+$244K	﹤0.01%	790
2024 Q4	$995K	Buy	19,161 +7,748	+68%	+$405K	﹤0.01%	748
2024 Q3	$605K	Buy	11,413 +8,229	+258%	+$431K	﹤0.01%	755
2024 Q2	$164K	Buy	3,184 +2,703	+562%	+$140K	﹤0.01%	890
2024 Q1	$25.1K	Buy	+481	New	+$24.8K	﹤0.01%	858
2021 Q4	–	Sell	-562	Closed	-$35K	–	759
2021 Q3	$35K	Buy	+562	New	+$35.7K	﹤0.01%	362

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

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

Jones Financial Companies's HYD Position: Q2 2026 in Review

Jones Financial Companies increased its VanEck High Yield Muni ETF (HYD) stake by 26% in Q2 2026, buying an estimated $779K and bringing the position to 74,513 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Jones Financial Companies first reported a position in HYD in Q3 2021 and has held it in 11 quarters since. 374 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Jones Financial Companies held 74,513 shares of VanEck High Yield Muni ETF worth $3.84M as of Q2 2026.
Jones Financial Companies bought 15,246 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $779K.
VanEck High Yield Muni ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1307 holding.
Jones Financial Companies first reported a position in VanEck High Yield Muni ETF in Q3 2021 and has held it in 11 quarters since.
374 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.