NewSquare Capital’s VanEck High Yield Muni ETF HYD Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-95,706	Closed	-$4.81M	–	656
2025 Q2	$4.81M	Buy	95,706 +1,142	+1%	+$57K	0.36%	85
2025 Q1	$4.84M	Sell	94,564 -14,284	-13%	-$740K	0.39%	85
2024 Q4	$5.65M	Buy	108,848 +1,582	+1%	+$82.8K	0.45%	74
2024 Q3	$5.69M	Sell	107,266 -1,011	-0.9%	-$53K	0.45%	75
2024 Q2	$5.59M	Sell	108,277 -2,920	-3%	-$151K	0.48%	71
2024 Q1	$5.81M	Buy	111,197 +1,469	+1%	+$75.8K	0.51%	65
2023 Q4	$5.67M	Buy	109,728 +1,109	+1%	+$54.9K	0.54%	62
2023 Q3	$5.33M	Buy	108,619 +666	+0.6%	+$33.7K	0.56%	60
2023 Q2	$5.54M	Buy	107,953 +2,324	+2%	+$119K	0.58%	58
2023 Q1	$5.47M	Sell	105,629 -2,361	-2%	-$122K	0.65%	58
2022 Q4	$5.46M	Sell	107,990 -4,245	-4%	-$215K	0.68%	54
2022 Q3	$5.6M	Sell	112,235 -8,047	-7%	-$429K	0.7%	37
2022 Q2	$6.48M	Sell	120,282 -3,728	-3%	-$204K	0.83%	35
2022 Q1	$7.12M	Buy	124,010 +4,564	+4%	+$273K	0.75%	32
2021 Q4	$7.46M	Buy	119,446 +4,796	+4%	+$298K	0.79%	28
2021 Q3	$7.16M	Buy	114,650 +6,131	+6%	+$389K	0.84%	28
2021 Q2	$6.9M	Buy	108,519 +10,057	+10%	+$632K	0.82%	30
2021 Q1	$6.12M	Buy	98,462 +9,331	+10%	+$580K	0.8%	28
2020 Q4	$5.49M	Buy	89,131 +14,013	+19%	+$846K	0.77%	28
2020 Q3	$4.49M	Buy	75,118 +12,889	+21%	+$772K	0.72%	28
2020 Q2	$3.69M	Buy	62,229 +5,140	+9%	+$290K	0.63%	28
2020 Q1	$2.98M	Buy	57,089 +10,993	+24%	+$677K	0.55%	32
2019 Q4	$2.95M	Buy	46,096 +9,271	+25%	+$595K	0.49%	34
2019 Q3	$2.37M	Buy	36,825 +10,250	+39%	+$657K	0.43%	37
2019 Q2	$1.7M	Buy	26,575 +2,533	+11%	+$160K	0.31%	66
2019 Q1	$1.51M	Buy	24,042 +22,608	+1,577%	+$1.39M	0.29%	68
2018 Q4	$88K	Sell	1,434 -244	-15%	-$14.9K	0.02%	128
2018 Q3	$104K	Buy	1,678 +25	+2%	+$1.57K	0.02%	133
2018 Q2	$104K	Sell	1,653 -247	-13%	-$15.4K	0.02%	136
2018 Q1	$118K	Sell	1,900 -123	-6%	-$7.62K	0.03%	118
2017 Q4	$126K	Sell	2,023 -2,319	-53%	-$145K	0.03%	112
2017 Q3	$158K	Buy	4,342 +1,912	+79%	+$119K	0.04%	101
2017 Q2	$150K	Sell	2,430 -825	-25%	-$50.9K	0.04%	103
2017 Q1	$199K	Sell	3,255 -166	-5%	-$10K	0.05%	105
2016 Q4	$203K	Sell	3,421 -293	-8%	-$17.8K	0.05%	118
2016 Q3	$240K	Sell	3,714 -26,544	-88%	-$1.71M	0.06%	120
2016 Q2	$1.96M	Buy	30,258 +17,127	+130%	+$1.09M	0.47%	39
2016 Q1	$823K	Buy	13,131 +3,840	+41%	+$239K	0.24%	62
2015 Q4	$574K	Buy	9,291 +3,106	+50%	+$191K	0.16%	78
2015 Q3	$378K	Buy	6,185 +1,585	+34%	+$95.8K	0.11%	95
2015 Q2	$275K	Buy	4,600 +1,962	+74%	+$121K	0.08%	102
2015 Q1	$165K	Buy	2,638 +290	+12%	+$18.1K	0.05%	108
2014 Q4	$145K	Buy	2,348 +353	+18%	+$21.8K	0.05%	113
2014 Q3	$123K	Buy	1,995 +65	+3%	+$3.93K	0.04%	128
2014 Q2	$116K	Buy	1,930 +464	+32%	+$27.9K	0.04%	133
2014 Q1	$87K	Sell	1,466 -888	-38%	-$51.8K	0.04%	126
2013 Q4	$133K	Sell	2,354 -317	-12%	-$18.2K	0.06%	95
2013 Q3	$156K	Sell	2,671 -1,717	-39%	-$100K	0.07%	94
2013 Q2	$268K	Buy	+4,388	New	+$285K	0.13%	80

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

FFM

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

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

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

NewSquare Capital's HYD Position: Q3 2025 in Review

NewSquare Capital sold out of VanEck High Yield Muni ETF (HYD) in Q3 2025, closing a stake of 95,706 shares — an estimated $4.81M sold.

NewSquare Capital first reported a position in HYD in Q2 2013 and held it in 49 quarters. The position peaked at $7.46M in Q4 2021. 333 funds tracked by Wall St. Rank hold HYD as of Q3 2025.

NewSquare Capital reported no remaining VanEck High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 95,706 VanEck High Yield Muni ETF shares in Q3 2025, an estimated $4.81M.
NewSquare Capital first reported a position in VanEck High Yield Muni ETF in Q2 2013 and held it in 49 quarters.
NewSquare Capital's VanEck High Yield Muni ETF position peaked at $7.46M in Q4 2021.
333 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.