McAdam LLC
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
Q3 		– Sell
-6,480
Closed -$334K – 550
2026
Q2 		$334K Sell
6,480
-3,088
-32% -$158K 0.01% 356
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

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Forum Financial Management
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Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Veery Capital
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

McAdam LLC's HYD Position: Q3 2026 in Review

McAdam LLC sold out of VanEck High Yield Muni ETF (HYD) in Q3 2026, closing a stake of 6,480 shares — an estimated $334K sold.

McAdam LLC first reported a position in HYD in Q4 2021 and held it in 19 quarters. The position peaked at $1.65M in Q2 2022. 87 funds tracked by Wall St. Rank hold HYD as of Q3 2026.

  • McAdam LLC reported no remaining VanEck High Yield Muni ETF position as of Q3 2026 after selling out during the quarter.
  • McAdam LLC sold 6,480 VanEck High Yield Muni ETF shares in Q3 2026, an estimated $334K.
  • McAdam LLC first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 19 quarters.
  • McAdam LLC's VanEck High Yield Muni ETF position peaked at $1.65M in Q2 2022.
  • 87 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.