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

Mattern 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	-8,698	Closed	-$543K	–	164
2021 Q4	$543K	Hold	8,698	–	–	0.16%	106
2021 Q3	$543K	Hold	8,698	–	–	0.18%	104
2021 Q2	$556K	Buy	8,698 +1,750	+25%	+$110K	0.18%	107
2021 Q1	$432K	Buy	+6,948	New	+$432K	0.15%	116
2020 Q1	–	Sell	-6,061	Closed	-$388K	–	123
2019 Q4	$388K	Buy	+6,061	New	+$389K	0.23%	102

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

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

Mattern Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2022, closing a stake of 8,698 shares — an estimated $543K sold.

Mattern Wealth Management first reported a position in HYD in Q4 2019 and held it in 5 quarters. The position peaked at $556K in Q2 2021. 294 funds tracked by Wall St. Rank hold HYD as of Q1 2022.

Mattern Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
Mattern Wealth Management sold 8,698 VanEck High Yield Muni ETF shares in Q1 2022, an estimated $543K.
Mattern Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 5 quarters.
Mattern Wealth Management's VanEck High Yield Muni ETF position peaked at $556K in Q2 2021.
294 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2022.

Based on Mattern Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.