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Journey Strategic Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History

Journey Strategic Wealth’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
2024
Q4 		– Sell
-16,543
Closed -$878K – 528
2024
Q3 		$878K Sell
16,543
-2,580
-13% -$135K 0.03% 144
2024
Q2 		$988K Buy
19,123
+1,199
+7% +$61.9K 0.04% 92
2024
Q1 		$937K Sell
17,924
-3,015
-14% -$156K 0.04% 80
2023
Q4 		$1.08M Buy
+20,939
New +$1.04M 0.05% 57

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Journey Strategic Wealth's HYD Position: Q4 2024 in Review

Journey Strategic Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q4 2024, closing a stake of 16,543 shares — an estimated $878K sold.

Journey Strategic Wealth first reported a position in HYD in Q4 2023 and held it in 4 quarters. The position peaked at $1.08M in Q4 2023. 341 funds tracked by Wall St. Rank hold HYD as of Q4 2024.

  • Journey Strategic Wealth reported no remaining VanEck High Yield Muni ETF position as of Q4 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 16,543 VanEck High Yield Muni ETF shares in Q4 2024, an estimated $878K.
  • Journey Strategic Wealth first reported a position in VanEck High Yield Muni ETF in Q4 2023 and held it in 4 quarters.
  • Journey Strategic Wealth's VanEck High Yield Muni ETF position peaked at $1.08M in Q4 2023.
  • 341 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2024.

Based on Journey Strategic Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.