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LIA
LBMC Investment Advisors’s
VanEck High Yield Muni ETF
HYD
Stock Holding History
LBMC Investment Advisors’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
2021
Q2
–
Sell
-4,185
Closed
-$260K
–
166
2021
Q1
$260K
Buy
+4,185
New
+$260K
0.03%
114
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24.88%
1-Year Est. Return
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26.14%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
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$162B AUM
16.35%
1-Year Est. Return
NAM
NorthCoast Asset Management
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$2.74B AUM
25.44%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
NAM
Newfleet Asset Management
Hartford, Connecticut
$2.05M AUM
27.28%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding
Madison, Wisconsin
$1.16B AUM
6.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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