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North Star Investment Management’s VanEck High Yield Muni ETF HYD Stock Holding History

North Star Investment Management’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
Q2 		– Sell
-104
Closed -$5.43K – 1201
2024
Q1 		$5.43K Buy
+104
New +$5.37K ﹤0.01% 961
2022
Q1 		– Sell
-66
Closed -$4K – 1169
2021
Q4 		$4K Buy
+66
New +$4.11K ﹤0.01% 1023

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

North Star Investment Management's HYD Position: Q2 2024 in Review

North Star Investment Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2024, closing a stake of 104 shares — an estimated $5.43K sold.

North Star Investment Management first reported a position in HYD in Q4 2021 and held it in 2 quarters. The position peaked at $5.43K in Q1 2024. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

  • North Star Investment Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
  • North Star Investment Management sold 104 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $5.43K.
  • North Star Investment Management first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 2 quarters.
  • North Star Investment Management's VanEck High Yield Muni ETF position peaked at $5.43K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on North Star Investment Management's 13F filing for Q2 2024, filed 6 Aug 2024.