PBMares Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

PBMares Wealth 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
2023 Q1	–	Sell	-4,508	Closed	-$228K	–	173
2022 Q4	$228K	Sell	4,508 -8,802	-66%	-$445K	0.09%	148
2022 Q3	$665K	Sell	13,310 -198	-1%	-$10.6K	0.29%	65
2022 Q2	$727K	Sell	13,508 -191	-1%	-$10.4K	0.31%	60
2022 Q1	$786K	Buy	13,699 +530	+4%	+$31.7K	0.48%	51
2021 Q4	$822K	Buy	13,169 +1,095	+9%	+$68.2K	0.35%	60
2021 Q3	$754K	Buy	12,074 +149	+1%	+$9.45K	0.36%	63
2021 Q2	$759K	Sell	11,925 -500	-4%	-$31.4K	0.41%	65
2021 Q1	$772K	Buy	12,425 +1,141	+10%	+$70.9K	0.63%	56
2020 Q4	$694K	Sell	11,284 -6,478	-36%	-$391K	0.8%	46
2020 Q3	$1.06M	Sell	17,762 -528	-3%	-$31.6K	1.56%	16
2020 Q2	$1.08M	Sell	18,290 -797	-4%	-$44.9K	1.63%	14
2020 Q1	$997K	Sell	19,087 -4,340	-19%	-$267K	1.57%	17
2019 Q4	$1.5M	Buy	+23,427	New	+$1.5M	1.79%	9

Other funds holding HYD

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PBMares Wealth Management's HYD Position: Q1 2023 in Review

PBMares Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2023, closing a stake of 4,508 shares — an estimated $228K sold.

PBMares Wealth Management first reported a position in HYD in Q4 2019 and held it in 13 quarters. The position peaked at $1.5M in Q4 2019. 284 funds tracked by Wall St. Rank hold HYD as of Q1 2023.

PBMares Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
PBMares Wealth Management sold 4,508 VanEck High Yield Muni ETF shares in Q1 2023, an estimated $228K.
PBMares Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 13 quarters.
PBMares Wealth Management's VanEck High Yield Muni ETF position peaked at $1.5M in Q4 2019.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2023.

Based on PBMares Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.