Moser Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Moser Wealth Advisors’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
2025 Q2	$100K	Hold	2,000	–	–	0.05%	90
2025 Q1	$102K	Buy	2,000 +1,000	+100%	+$51.8K	0.05%	89
2024 Q4	$51.9K	Hold	1,000	–	–	0.03%	93
2024 Q3	$53.1K	Buy	+1,000	New	+$52.4K	0.03%	95
2022 Q4	$28.6K	Hold	565	–	–	0.02%	93
2022 Q3	$28K	Sell	565 -950	-63%	-$50.7K	0.02%	96
2022 Q2	$82K	Sell	1,515 -235	-13%	-$12.8K	0.06%	80
2022 Q1	$100K	Hold	1,750	–	–	0.06%	78
2021 Q4	$109K	Hold	1,750	–	–	0.07%	78
2021 Q3	$109K	Hold	1,750	–	–	0.07%	78
2021 Q2	$111K	Buy	+1,750	New	+$110K	0.07%	79
2020 Q4	–	Sell	-3,037	Closed	-$182K	–	124
2020 Q3	$182K	Hold	3,037	–	–	0.14%	59
2020 Q2	$180K	Hold	3,037	–	–	0.17%	54
2020 Q1	$159K	Hold	3,037	–	–	0.18%	53
2019 Q4	$195K	Buy	+3,037	New	+$195K	0.19%	55

Other funds holding HYD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Moser Wealth Advisors's HYD Position: Q2 2025 in Review

Moser Wealth Advisors held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2025 at 2,000 shares worth $100K. The position accounts for 0.05% of the portfolio, ranked #90.

Moser Wealth Advisors first reported a position in HYD in Q4 2019 and has held it in 15 quarters since. The position peaked at $195K in Q4 2019. 325 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

Moser Wealth Advisors held 2,000 shares of VanEck High Yield Muni ETF worth $100K as of Q2 2025.
Moser Wealth Advisors left its VanEck High Yield Muni ETF share count unchanged in Q2 2025.
VanEck High Yield Muni ETF made up 0.05% of Moser Wealth Advisors's portfolio in Q2 2025, its #90 holding.
Moser Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2019 and has held it in 15 quarters since.
Moser Wealth Advisors's VanEck High Yield Muni ETF position peaked at $195K in Q4 2019.
325 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.