Narus Financial Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Narus Financial 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
2026 Q2	$2.3M	Buy	44,730 +3,200	+8%	+$164K	0.59%	31
2026 Q1	$2.08M	Buy	41,530 +12,505	+43%	+$637K	0.55%	34
2025 Q4	$1.48M	Sell	29,025 -70	-0.2%	-$3.57K	0.41%	47
2025 Q3	$1.48M	Buy	29,095 +11,600	+66%	+$577K	0.41%	47
2025 Q2	$878K	Buy	17,495 +615	+4%	+$30.7K	0.27%	59
2025 Q1	$864K	Sell	16,880 -330	-2%	-$17.1K	0.29%	57
2024 Q4	$893K	Buy	17,210 +180	+1%	+$9.42K	0.3%	56
2024 Q3	$904K	Hold	17,030	–	–	0.32%	57
2024 Q2	$880K	Hold	17,030	–	–	0.35%	56
2024 Q1	$890K	Hold	17,030	–	–	0.38%	56
2023 Q4	$879K	Buy	17,030 +7,371	+76%	+$365K	0.42%	53
2023 Q3	$474K	Hold	9,659	–	–	0.24%	65
2023 Q2	$496K	Hold	9,659	–	–	0.26%	65
2023 Q1	$500K	Buy	9,659 +300	+3%	+$15.5K	0.27%	69
2022 Q4	$473K	Buy	9,359 +1,850	+25%	+$93.5K	0.27%	65
2022 Q3	$375K	Buy	7,509 +260	+4%	+$13.9K	0.24%	70
2022 Q2	$390K	Sell	7,249 -3,132	-30%	-$171K	0.25%	68
2022 Q1	$596K	Buy	+10,381	New	+$621K	0.33%	52
2021 Q1	$223K	Buy	+3,594	New	+$223K	0.13%	98
2019 Q4	$602K	Sell	9,405 -200	-2%	-$12.8K	0.42%	25
2019 Q3	$619K	Buy	9,605 +1,290	+16%	+$82.7K	0.45%	21
2019 Q2	$530K	Buy	+8,315	New	+$525K	0.41%	26
2017 Q3	$644K	Hold	10,285	–	–	0.57%	26
2017 Q2	$636K	Buy	10,285 +455	+5%	+$28.1K	0.59%	24
2017 Q1	$601K	Buy	9,830 +2,373	+32%	+$143K	0.58%	25
2016 Q4	$443K	Buy	+7,457	New	+$453K	0.47%	31

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

Narus Financial Partners's HYD Position: Q2 2026 in Review

Narus Financial Partners increased its VanEck High Yield Muni ETF (HYD) stake by 7.7% in Q2 2026, buying an estimated $164K and bringing the position to 44,730 shares worth $2.3M. The position accounts for 0.59% of the portfolio, ranked #31.

Narus Financial Partners first reported a position in HYD in Q4 2016 and has held it in 26 quarters since. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Narus Financial Partners held 44,730 shares of VanEck High Yield Muni ETF worth $2.3M as of Q2 2026.
Narus Financial Partners bought 3,200 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $164K.
VanEck High Yield Muni ETF made up 0.59% of Narus Financial Partners's portfolio in Q2 2026, its #31 holding.
Narus Financial Partners first reported a position in VanEck High Yield Muni ETF in Q4 2016 and has held it in 26 quarters since.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.