Marshall & Sterling Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Marshall & Sterling Wealth 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
2026 Q2	$4.39K	Sell	85 -577	-87%	-$29.5K	﹤0.01%	271
2026 Q1	$33.2K	Sell	662 -325	-33%	-$16.6K	0.02%	172
2025 Q4	$50.4K	Buy	987 +1	+0.1%	+$51	0.03%	140
2025 Q3	$50.2K	Buy	986 +1	+0.1%	+$50	0.03%	174
2025 Q2	$49.4K	Sell	985 -2,444	-71%	-$122K	0.03%	164
2025 Q1	$175K	Sell	3,429 -2,824	-45%	-$146K	0.12%	88
2024 Q4	$325K	Buy	+6,253	New	+$327K	0.22%	67

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

Marshall & Sterling Wealth Advisors's HYD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its VanEck High Yield Muni ETF (HYD) stake by 87% in Q2 2026, selling an estimated $29.5K and leaving 85 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Marshall & Sterling Wealth Advisors first reported a position in HYD in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q4 2024. 373 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Marshall & Sterling Wealth Advisors held 85 shares of VanEck High Yield Muni ETF worth $4.39K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 577 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $29.5K.
VanEck High Yield Muni ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #271 holding.
Marshall & Sterling Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's VanEck High Yield Muni ETF position peaked at $325K in Q4 2024.
373 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.