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

Laurel Oak 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
2026 Q2	$2.47M	Buy	48,040 +7,845	+20%	+$401K	0.36%	53
2026 Q1	$2.02M	Buy	40,195 +10,147	+34%	+$517K	0.34%	59
2025 Q4	$1.54M	Buy	+30,048	New	+$1.53M	0.26%	72

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

Laurel Oak Wealth Management's HYD Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its VanEck High Yield Muni ETF (HYD) stake by 20% in Q2 2026, buying an estimated $401K and bringing the position to 48,040 shares worth $2.47M. The position accounts for 0.36% of the portfolio, ranked #53.

Laurel Oak Wealth Management first reported a position in HYD in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Laurel Oak Wealth Management held 48,040 shares of VanEck High Yield Muni ETF worth $2.47M as of Q2 2026.
Laurel Oak Wealth Management bought 7,845 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $401K.
VanEck High Yield Muni ETF made up 0.36% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #53 holding.
Laurel Oak Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2025 and has held it in 3 quarters since.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.