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 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

Newbridge Financial Services Group's HYD Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of VanEck High Yield Muni ETF (HYD) in Q1 2024, closing a stake of 13 shares — an estimated $671 sold.

Newbridge Financial Services Group first reported a position in HYD in Q3 2021 and held it in 9 quarters. The position peaked at $19K in Q4 2021. 306 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

Newbridge Financial Services Group reported no remaining VanEck High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 13 VanEck High Yield Muni ETF shares in Q1 2024, an estimated $671.
Newbridge Financial Services Group first reported a position in VanEck High Yield Muni ETF in Q3 2021 and held it in 9 quarters.
Newbridge Financial Services Group's VanEck High Yield Muni ETF position peaked at $19K in Q4 2021.
306 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.