Kovitz Investment Group Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-61,190	Closed	-$3.13M	–	1368
2025 Q1	$3.13M	Sell	61,190 -99,972	-62%	-$5.12M	0.02%	493
2024 Q4	$8.38M	Sell	161,162 -1,615	-1%	-$84K	0.04%	302
2024 Q3	$8.65M	Buy	162,777 +1,480	+0.9%	+$78.7K	0.06%	254
2024 Q2	$8.34M	Buy	+161,297	New	+$8.34M	0.07%	205