Meridian Wealth Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-362	Closed	-$22K	–	622
2021 Q1	$22K	Buy	362 +2	+0.6%	+$124	0.01%	268
2020 Q4	$22K	Sell	360 -21	-6%	-$1.27K	0.01%	216
2020 Q3	$23K	Buy	+381	New	+$22.8K	0.01%	192
2020 Q2	–	Sell	-1,046	Closed	-$55K	–	206
2020 Q1	$55K	Sell	1,046 -11	-1%	-$677	0.03%	117
2019 Q4	$68K	Buy	+1,057	New	+$67.9K	0.04%	116

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NAM

Newfleet Asset Management Hartford, Connecticut $2.05M AUM 27.28% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Meridian Wealth Partners's HYD Position: Q2 2021 in Review

Meridian Wealth Partners sold out of VanEck High Yield Muni ETF (HYD) in Q2 2021, closing a stake of 362 shares — an estimated $22K sold.

Meridian Wealth Partners first reported a position in HYD in Q4 2019 and held it in 5 quarters. The position peaked at $68K in Q4 2019. 295 funds tracked by Wall St. Rank hold HYD as of Q2 2021.

Meridian Wealth Partners reported no remaining VanEck High Yield Muni ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 362 VanEck High Yield Muni ETF shares in Q2 2021, an estimated $22K.
Meridian Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 5 quarters.
Meridian Wealth Partners's VanEck High Yield Muni ETF position peaked at $68K in Q4 2019.
295 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.