Joseph Group Capital Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Joseph Group Capital Management’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	$1.09M	Sell	21,169 -291	-1%	-$14.9K	0.23%	53
2026 Q1	$1.08M	Sell	21,460 -3,533	-14%	-$180K	0.27%	50
2025 Q4	$1.28M	Sell	24,993 -3,399	-12%	-$173K	0.34%	48
2025 Q3	$1.45M	Buy	28,392 +9,969	+54%	+$496K	0.41%	47
2025 Q2	$925K	Buy	+18,423	New	+$920K	0.31%	47
2023 Q2	–	Sell	-1,788	Closed	-$92.5K	–	77
2023 Q1	$92.5K	Sell	1,788 -3,600	-67%	-$186K	0.08%	56
2022 Q4	$272K	Buy	+5,388	New	+$272K	0.26%	50
2022 Q3	–	Sell	-125,741	Closed	-$6.77M	–	88
2022 Q2	$6.77M	Buy	+125,741	New	+$6.86M	6.78%	4

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

AFI

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

Joseph Group Capital Management's HYD Position: Q2 2026 in Review

Joseph Group Capital Management reduced its VanEck High Yield Muni ETF (HYD) stake by 1.4% in Q2 2026, selling an estimated $14.9K and leaving 21,169 shares worth $1.09M. The position accounts for 0.23% of the portfolio, ranked #53.

Joseph Group Capital Management first reported a position in HYD in Q2 2022 and has held it in 8 quarters since. The position peaked at $6.77M in Q2 2022. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Joseph Group Capital Management held 21,169 shares of VanEck High Yield Muni ETF worth $1.09M as of Q2 2026.
Joseph Group Capital Management sold 291 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $14.9K.
VanEck High Yield Muni ETF made up 0.23% of Joseph Group Capital Management's portfolio in Q2 2026, its #53 holding.
Joseph Group Capital Management first reported a position in VanEck High Yield Muni ETF in Q2 2022 and has held it in 8 quarters since.
Joseph Group Capital Management's VanEck High Yield Muni ETF position peaked at $6.77M in Q2 2022.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.