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 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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments

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

Northwestern Mutual Wealth Management

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

Royal Bank of Canada

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

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

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return