MBM Wealth Consultants’s VanEck High Yield Muni ETF HYD Stock Holding History

MBM Wealth Consultants’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 Q2	–	Sell	-72,845	Closed	-$4.18M	–	289
2022 Q1	$4.18M	Sell	72,845 -197	-0.3%	-$11.8K	1.74%	17
2021 Q4	$4.56M	Buy	73,042 +14,638	+25%	+$911K	1.89%	17
2021 Q3	$3.65M	Buy	58,404 +1,698	+3%	+$108K	1.67%	20
2021 Q2	$3.61M	Buy	56,706 +2,398	+4%	+$151K	1.69%	20
2021 Q1	$3.37M	Buy	54,308 +5,095	+10%	+$316K	1.71%	19
2020 Q4	$3.03M	Buy	49,213 +4,374	+10%	+$264K	1.65%	20
2020 Q3	$2.68M	Buy	44,839 +1,063	+2%	+$63.7K	1.71%	18
2020 Q2	$2.6M	Buy	43,776 +4,737	+12%	+$267K	1.83%	16
2020 Q1	$2.04M	Buy	39,039 +7,953	+26%	+$490K	1.69%	19
2019 Q4	$1.99M	Buy	31,086 +1,950	+7%	+$125K	1.48%	19
2019 Q3	$1.88M	Buy	29,136 +886	+3%	+$56.8K	1.47%	19
2019 Q2	$1.8M	Buy	28,250 +1,636	+6%	+$103K	1.5%	19
2019 Q1	$1.67M	Buy	+26,614	New	+$1.64M	1.47%	19

Other funds holding HYD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

DADC

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MBM Wealth Consultants's HYD Position: Q2 2022 in Review

MBM Wealth Consultants sold out of VanEck High Yield Muni ETF (HYD) in Q2 2022, closing a stake of 72,845 shares — an estimated $4.18M sold.

MBM Wealth Consultants first reported a position in HYD in Q1 2019 and held it in 13 quarters. The position peaked at $4.56M in Q4 2021. 282 funds tracked by Wall St. Rank hold HYD as of Q2 2022.

MBM Wealth Consultants reported no remaining VanEck High Yield Muni ETF position as of Q2 2022 after selling out during the quarter.
MBM Wealth Consultants sold 72,845 VanEck High Yield Muni ETF shares in Q2 2022, an estimated $4.18M.
MBM Wealth Consultants first reported a position in VanEck High Yield Muni ETF in Q1 2019 and held it in 13 quarters.
MBM Wealth Consultants's VanEck High Yield Muni ETF position peaked at $4.56M in Q4 2021.
282 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.