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Martel Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Martel 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
2025
Q2 		– Sell
-38,178
Closed -$1.95M – 71
2025
Q1 		$1.95M Sell
38,178
-181
-0.5% -$9.38K 0.39% 23
2024
Q4 		$1.99M Buy
38,359
+400
+1% +$20.9K 0.39% 26
2024
Q3 		$2M Buy
37,959
+1,030
+3% +$54K 0.41% 25
2024
Q2 		$1.91M Buy
36,929
+1,281
+4% +$66.1K 0.41% 25
2024
Q1 		$1.86M Sell
35,648
-571
-2% -$29.5K 0.4% 25
2023
Q4 		$1.87M Sell
36,219
-862
-2% -$42.7K 0.42% 27
2023
Q3 		$1.82M Sell
37,081
-2,904
-7% -$147K 0.45% 26
2023
Q2 		$2.05M Sell
39,985
-7,659
-16% -$392K 0.5% 23
2023
Q1 		$2.47M Buy
47,644
+3,313
+7% +$171K 0.63% 20
2022
Q4 		$2.24M Buy
44,331
+9,382
+27% +$474K 0.61% 22
2022
Q3 		$1.84M Buy
34,949
+1,521
+5% +$81.1K 0.53% 24
2022
Q2 		$1.76M Sell
33,428
-1,868
-5% -$102K 0.48% 24
2022
Q1 		$2.03M Sell
35,296
-2,163
-6% -$129K 0.49% 23
2021
Q4 		$2.34M Buy
37,459
+1,703
+5% +$106K 0.55% 22
2021
Q3 		$2.23M Buy
35,756
+550
+2% +$34.9K 0.56% 22
2021
Q2 		$2.24M Buy
35,206
+2,426
+7% +$152K 0.56% 22
2021
Q1 		$2.04M Buy
32,780
+2,515
+8% +$156K 0.56% 22
2020
Q4 		$1.86M Buy
30,265
+2,218
+8% +$134K 0.54% 22
2020
Q3 		$1.68M Buy
28,047
+1,840
+7% +$110K 0.54% 21
2020
Q2 		$1.55M Buy
26,207
+431
+2% +$24.3K 0.54% 21
2020
Q1 		$1.35M Sell
25,776
-6,762
-21% -$416K 0.53% 21
2019
Q4 		$2.08M Buy
32,538
+522
+2% +$33.5K 0.72% 17
2019
Q3 		$2.06M Sell
32,016
-1,364
-4% -$87.5K 0.74% 17
2019
Q2 		$2.13M Buy
33,380
+166
+0.5% +$10.5K 0.78% 17
2019
Q1 		$2.08M Buy
33,214
+2,935
+10% +$181K 0.78% 18
2018
Q4 		$1.85M Sell
30,279
-4,153
-12% -$253K 0.76% 18
2018
Q3 		$2.14M Buy
+34,432
New +$2.16M 0.82% 18

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Martel Wealth Advisors's HYD Position: Q2 2025 in Review

Martel Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 38,178 shares — an estimated $1.95M sold.

Martel Wealth Advisors first reported a position in HYD in Q3 2018 and held it in 27 quarters. The position peaked at $2.47M in Q1 2023. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

  • Martel Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Martel Wealth Advisors sold 38,178 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $1.95M.
  • Martel Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2018 and held it in 27 quarters.
  • Martel Wealth Advisors's VanEck High Yield Muni ETF position peaked at $2.47M in Q1 2023.
  • 326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Martel Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.