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 Q2	$1.29M	Sell	25,110 -700	-3%	-$35.8K	0.06%	286
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

FFM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NWAM LLC's HYD Position: Q2 2026 in Review

NWAM LLC reduced its VanEck High Yield Muni ETF (HYD) stake by 2.7% in Q2 2026, selling an estimated $35.8K and leaving 25,110 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #286.

NWAM LLC first reported a position in HYD in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.43M in Q4 2025. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

NWAM LLC held 25,110 shares of VanEck High Yield Muni ETF worth $1.29M as of Q2 2026.
NWAM LLC sold 700 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $35.8K.
VanEck High Yield Muni ETF made up 0.06% of NWAM LLC's portfolio in Q2 2026, its #286 holding.
NWAM LLC first reported a position in VanEck High Yield Muni ETF in Q3 2021 and has held it in 10 quarters since.
NWAM LLC's VanEck High Yield Muni ETF position peaked at $1.43M in Q4 2025.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.