Keebeck Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Keebeck Wealth 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
2023 Q3	–	Sell	-33,935	Closed	-$1.74M	–	263
2023 Q2	$1.74M	Hold	33,935	–	–	0.24%	91
2023 Q1	$1.76M	Hold	33,935	–	–	0.28%	85
2022 Q4	$1.72M	Buy	33,935 +1,585	+5%	+$80.1K	0.3%	79
2022 Q3	$1.61M	Hold	32,350	–	–	0.31%	74
2022 Q2	$1.74M	Sell	32,350 -4,284	-12%	-$234K	0.33%	71
2022 Q1	$2.1M	Buy	+36,634	New	+$2.19M	0.35%	69

Other funds holding HYD

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Keebeck Wealth Management's HYD Position: Q3 2023 in Review

Keebeck Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2023, closing a stake of 33,935 shares — an estimated $1.74M sold.

Keebeck Wealth Management first reported a position in HYD in Q1 2022 and held it in 6 quarters. The position peaked at $2.1M in Q1 2022. 287 funds tracked by Wall St. Rank hold HYD as of Q3 2023.

Keebeck Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2023 after selling out during the quarter.
Keebeck Wealth Management sold 33,935 VanEck High Yield Muni ETF shares in Q3 2023, an estimated $1.74M.
Keebeck Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2022 and held it in 6 quarters.
Keebeck Wealth Management's VanEck High Yield Muni ETF position peaked at $2.1M in Q1 2022.
287 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2023.

Based on Keebeck Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.