NFSG
HYD icon

Newbridge Financial Services Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Newbridge Financial Services Group’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
-13
Closed -$671 – 1227
2023
Q4 		$671 Buy
+13
New +$644 ﹤0.01% 1040
2023
Q3 		– Sell
-316
Closed -$16.2K – 1348
2023
Q2 		$16.2K Buy
316
+4
+1% +$205 0.01% 754
2023
Q1 		$16.2K Sell
312
-1
-0.3% -$52 0.01% 788
2022
Q4 		$15.8K Buy
313
+7
+2% +$354 0.01% 799
2022
Q3 		$15K Buy
306
+2
+0.7% +$107 0.01% 782
2022
Q2 		$16K Buy
304
+3
+1% +$164 0.01% 724
2022
Q1 		$17K Buy
301
+1
+0.3% +$60 0.01% 773
2021
Q4 		$19K Hold
300
– – 0.01% 744
2021
Q3 		$19K Buy
+300
New +$19K 0.01% 677

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return