Mid Atlantic Financial Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Mid Atlantic Financial Management’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 Q3	$1.08M	Buy	17,223 +394	+2%	+$25K	0.07%	236
2021 Q2	$1.07M	Sell	16,829 -1,055	-6%	-$66.3K	0.07%	233
2021 Q1	$1.11M	Buy	17,884 +8,531	+91%	+$530K	0.08%	213
2020 Q4	$576K	Sell	9,353 -1,557	-14%	-$94K	0.04%	354
2020 Q3	$653K	Buy	10,910 +1,324	+14%	+$79.3K	0.06%	305
2020 Q2	$568K	Buy	9,586 +3,199	+50%	+$180K	0.05%	303
2020 Q1	$334K	Sell	6,387 -8,537	-57%	-$526K	0.04%	409
2019 Q4	$956K	Buy	14,924 +844	+6%	+$54.2K	0.09%	231
2019 Q3	$907K	Buy	14,080 +3,875	+38%	+$249K	0.1%	219
2019 Q2	$651K	Buy	10,205 +708	+7%	+$44.7K	0.07%	303
2019 Q1	$596K	Sell	9,497 -54	-0.6%	-$3.33K	0.07%	321
2018 Q4	$583K	Buy	+9,551	New	+$582K	0.07%	291

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

NAM

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

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

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

Mid Atlantic Financial Management's HYD Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its VanEck High Yield Muni ETF (HYD) stake by 2.3% in Q3 2021, buying an estimated $25K and bringing the position to 17,223 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #236.

Mid Atlantic Financial Management first reported a position in HYD in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.11M in Q1 2021. 290 funds tracked by Wall St. Rank hold HYD as of Q3 2021.

Mid Atlantic Financial Management held 17,223 shares of VanEck High Yield Muni ETF worth $1.08M as of Q3 2021.
Mid Atlantic Financial Management bought 394 VanEck High Yield Muni ETF shares in Q3 2021, an estimated $25K.
VanEck High Yield Muni ETF made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #236 holding.
Mid Atlantic Financial Management first reported a position in VanEck High Yield Muni ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's VanEck High Yield Muni ETF position peaked at $1.11M in Q1 2021.
290 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.