ML
HYD icon

McAdam LLC’s VanEck High Yield Muni ETF HYD Stock Holding History

McAdam LLC’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 		$480K Sell
9,568
-231
-2% -$11.8K 0.02% 249
2025
Q4 		$501K Sell
9,799
-842
-8% -$42.9K 0.02% 232
2025
Q3 		$542K Sell
10,641
-883
-8% -$43.9K 0.03% 205
2025
Q2 		$579K Sell
11,524
-205
-2% -$10.2K 0.03% 192
2025
Q1 		$600K Sell
11,729
-5,681
-33% -$294K 0.04% 169
2024
Q4 		$904K Sell
17,410
-2,351
-12% -$123K 0.05% 145
2024
Q3 		$1.05M Sell
19,761
-624
-3% -$32.7K 0.06% 128
2024
Q2 		$1.05M Sell
20,385
-1,312
-6% -$67.7K 0.06% 117
2024
Q1 		$1.13M Sell
21,697
-1,178
-5% -$60.8K 0.07% 108
2023
Q4 		$1.18M Buy
22,875
+1,759
+8% +$87.1K 0.09% 100
2023
Q3 		$1.04M Sell
21,116
-4,422
-17% -$224K 0.08% 107
2023
Q2 		$1.31M Sell
25,538
-1,342
-5% -$68.8K 0.11% 96
2023
Q1 		$1.39M Buy
26,880
+23,431
+679% +$1.21M 0.13% 96
2022
Q4 		$215K Sell
3,449
-20,131
-85% -$1.02M 0.02% 175
2022
Q3 		$1.18M Sell
23,580
-7,014
-23% -$374K 0.13% 95
2022
Q2 		$1.65M Buy
30,594
+10,377
+51% +$566K 0.17% 79
2022
Q1 		$1.16M Buy
20,217
+16,768
+486% +$1M 0.11% 78
2021
Q4 		$215K Buy
+3,449
New +$215K 0.02% 175

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return