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

Liberty 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
2022 Q1	–	Sell	-367	Closed	-$22.9M	–	166
2021 Q4	$22.9M	Sell	367 -1,200	-77%	-$74.7K	0.99%	17
2021 Q3	$98K	Buy	1,567 +688	+78%	+$43.7K	0.04%	293
2021 Q2	$56K	Buy	+879	New	+$55.2K	0.02%	296
2020 Q2	–	Sell	-117	Closed	-$6K	–	911
2020 Q1	$6K	Buy	+117	New	+$7.21K	0.01%	543
2019 Q4	–	Sell	-342	Closed	-$22K	–	936
2019 Q3	$22K	Buy	+342	New	+$21.9K	0.02%	386

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DADC

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

Liberty Wealth Management's HYD Position: Q1 2022 in Review

Liberty Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2022, closing a stake of 367 shares — an estimated $22.9M sold.

Liberty Wealth Management first reported a position in HYD in Q3 2019 and held it in 5 quarters. The position peaked at $22.9M in Q4 2021. 294 funds tracked by Wall St. Rank hold HYD as of Q1 2022.

Liberty Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
Liberty Wealth Management sold 367 VanEck High Yield Muni ETF shares in Q1 2022, an estimated $22.9M.
Liberty Wealth Management first reported a position in VanEck High Yield Muni ETF in Q3 2019 and held it in 5 quarters.
Liberty Wealth Management's VanEck High Yield Muni ETF position peaked at $22.9M in Q4 2021.
294 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2022.

Based on Liberty Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.