NWAM LLC’s VanEck High Yield Muni ETF HYD Stock Holding History

NWAM LLC’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 Q1	$1.29M	Sell	25,810 -2,209	-8%	-$113K	0.07%	246
2025 Q4	$1.43M	Buy	28,019 +2,363	+9%	+$120K	0.08%	224
2025 Q3	$1.31M	Buy	25,656 +218	+0.9%	+$10.8K	0.07%	240
2025 Q2	$1.25M	Buy	25,438 +4,709	+23%	+$235K	0.07%	240
2025 Q1	$1.06M	Hold	20,729	–	–	0.09%	199
2024 Q4	$1.08M	Buy	20,729 +12,722	+159%	+$665K	0.07%	249
2024 Q3	$425K	Buy	+8,007	New	+$419K	0.03%	416
2022 Q2	–	Sell	-3,587	Closed	-$206K	–	528
2022 Q1	$206K	Buy	+3,587	New	+$215K	0.02%	505
2021 Q4	–	Sell	-3,837	Closed	-$240K	–	515
2021 Q3	$240K	Buy	+3,837	New	+$243K	0.02%	440

Other funds holding HYD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

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