My Legacy Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

My Legacy 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
2024 Q1	–	Sell	-4,154	Closed	-$214K	–	217
2023 Q4	$214K	Sell	4,154 -549	-12%	-$27.2K	0.08%	200
2023 Q3	$224K	Buy	+4,703	New	+$238K	0.09%	190
2023 Q2	–	Sell	-6,557	Closed	-$339K	–	213
2023 Q1	$339K	Sell	6,557 -538	-8%	-$27.8K	0.15%	174
2022 Q4	$373K	Sell	7,095 -20,235	-74%	-$1.02M	0.16%	172
2022 Q3	$1.36M	Sell	27,330 -10,040	-27%	-$535K	0.69%	33
2022 Q2	$2.01M	Buy	37,370 +10,950	+41%	+$598K	1.01%	19
2022 Q1	$1.52M	Buy	+26,420	New	+$1.58M	0.7%	30

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

My Legacy Advisors's HYD Position: Q1 2024 in Review

My Legacy Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q1 2024, closing a stake of 4,154 shares — an estimated $214K sold.

My Legacy Advisors first reported a position in HYD in Q1 2022 and held it in 7 quarters. The position peaked at $2.01M in Q2 2022. 306 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

My Legacy Advisors reported no remaining VanEck High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
My Legacy Advisors sold 4,154 VanEck High Yield Muni ETF shares in Q1 2024, an estimated $214K.
My Legacy Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2022 and held it in 7 quarters.
My Legacy Advisors's VanEck High Yield Muni ETF position peaked at $2.01M in Q2 2022.
306 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on My Legacy Advisors's 13F filing for Q1 2024, filed 25 Jul 2024.