LDB
HYD icon

Lee, Danner & Bass’s VanEck High Yield Muni ETF HYD Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-363
Closed -$18.8K – 443
2024
Q4 		$18.8K Buy
+363
New +$19K ﹤0.01% 469

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Lee, Danner & Bass's HYD Position: Q1 2025 in Review

Lee, Danner & Bass sold out of VanEck High Yield Muni ETF (HYD) in Q1 2025, closing a stake of 363 shares — an estimated $18.8K sold.

Lee, Danner & Bass first reported a position in HYD in Q4 2024 and held it in 1 quarter. The position peaked at $18.8K in Q4 2024. 345 funds tracked by Wall St. Rank hold HYD as of Q1 2025.

  • Lee, Danner & Bass reported no remaining VanEck High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 363 VanEck High Yield Muni ETF shares in Q1 2025, an estimated $18.8K.
  • Lee, Danner & Bass first reported a position in VanEck High Yield Muni ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's VanEck High Yield Muni ETF position peaked at $18.8K in Q4 2024.
  • 345 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.