Palo Alto Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Palo Alto Wealth Advisors’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	$384K	Sell	7,541 -1,794	-19%	-$89.3K	0.11%	45
2025 Q2	$469K	Buy	9,335 +618	+7%	+$30.8K	0.18%	33
2025 Q1	$437K	Buy	8,717 +68	+0.8%	+$3.52K	0.17%	33
2024 Q4	$449K	Buy	8,649 +3,880	+81%	+$203K	0.16%	33
2024 Q3	$251K	Buy	4,769 +66	+1%	+$3.46K	0.1%	45
2024 Q2	$243K	Buy	4,703 +439	+10%	+$22.7K	0.17%	40
2024 Q1	$223K	Buy	+4,264	New	+$220K	0.16%	39

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 $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Palo Alto Wealth Advisors's HYD Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its VanEck High Yield Muni ETF (HYD) stake by 19% in Q3 2025, selling an estimated $89.3K and leaving 7,541 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #45.

Palo Alto Wealth Advisors first reported a position in HYD in Q1 2024 and has held it in 7 quarters since. The position peaked at $469K in Q2 2025. 333 funds tracked by Wall St. Rank hold HYD as of Q3 2025.

Palo Alto Wealth Advisors held 7,541 shares of VanEck High Yield Muni ETF worth $384K as of Q3 2025.
Palo Alto Wealth Advisors sold 1,794 VanEck High Yield Muni ETF shares in Q3 2025, an estimated $89.3K.
VanEck High Yield Muni ETF made up 0.11% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #45 holding.
Palo Alto Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2024 and has held it in 7 quarters since.
Palo Alto Wealth Advisors's VanEck High Yield Muni ETF position peaked at $469K in Q2 2025.
333 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.