Mattson Financial Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Mattson Financial Services’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 Q1	–	Sell	-4,544	Closed	-$232K	–	234
2025 Q4	$232K	Buy	4,544 +23	+0.5%	+$1.17K	0.05%	177
2025 Q3	$230K	Buy	+4,521	New	+$225K	0.06%	171
2025 Q2	–	Sell	-308	Closed	-$15.8K	–	240
2025 Q1	$15.8K	Buy	+308	New	+$16K	﹤0.01%	233

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mattson Financial Services's HYD Position: Q1 2026 in Review

Mattson Financial Services sold out of VanEck High Yield Muni ETF (HYD) in Q1 2026, closing a stake of 4,544 shares — an estimated $232K sold.

Mattson Financial Services first reported a position in HYD in Q1 2025 and held it in 3 quarters. The position peaked at $232K in Q4 2025. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

Mattson Financial Services reported no remaining VanEck High Yield Muni ETF position as of Q1 2026 after selling out during the quarter.
Mattson Financial Services sold 4,544 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $232K.
Mattson Financial Services first reported a position in VanEck High Yield Muni ETF in Q1 2025 and held it in 3 quarters.
Mattson Financial Services's VanEck High Yield Muni ETF position peaked at $232K in Q4 2025.
344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.