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

Perigon 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
2026 Q1	$524K	Sell	10,442 -1,715	-14%	-$87.4K	0.01%	786
2025 Q4	$621K	Sell	12,157 -219	-2%	-$11.2K	0.01%	691
2025 Q3	$630K	Sell	12,376 -226	-2%	-$11.2K	0.01%	659
2025 Q2	$633K	Buy	12,602 +2,499	+25%	+$125K	0.01%	610
2025 Q1	$517K	Sell	10,103 -898	-8%	-$46.5K	0.01%	626
2024 Q4	$568K	Sell	11,001 -109	-1%	-$5.7K	0.01%	602
2024 Q3	$590K	Sell	11,110 -1,158	-9%	-$60.7K	0.02%	567
2024 Q2	$634K	Sell	12,268 -1,194	-9%	-$61.6K	0.02%	475
2024 Q1	$704K	Buy	13,462 +319	+2%	+$16.5K	0.02%	458
2023 Q4	$679K	Buy	13,143 +1,414	+12%	+$70.1K	0.02%	421
2023 Q3	$576K	Buy	11,729 +245	+2%	+$12.4K	0.02%	411
2023 Q2	$590K	Buy	11,484 +6,024	+110%	+$309K	0.02%	419
2023 Q1	$283K	Buy	5,460 +1,167	+27%	+$60.3K	0.02%	557
2022 Q4	$217K	Sell	4,293 -37,062	-90%	-$1.87M	0.01%	636
2022 Q3	$2.06M	Buy	41,355 +19,895	+93%	+$1.06M	0.18%	115
2022 Q2	$1.16M	Buy	21,460 +8,574	+67%	+$468K	0.1%	196
2022 Q1	$740K	Buy	12,886 +1,820	+16%	+$109K	0.05%	280
2021 Q4	$691K	Buy	11,066 +1	+0%	+$62	0.05%	278
2021 Q3	$691K	Sell	11,065 -21	-0.2%	-$1.33K	0.06%	252
2021 Q2	$705K	Sell	11,086 -1	-0%	-$63	0.06%	248
2021 Q1	$689K	Sell	11,087 -1,545	-12%	-$96K	0.07%	235
2020 Q4	$777K	Sell	12,632 -314	-2%	-$19K	0.09%	180
2020 Q3	$774K	Buy	12,946 +3,082	+31%	+$185K	0.11%	154
2020 Q2	$585K	Buy	+9,864	New	+$556K	0.09%	175
2018 Q4	–	Sell	-6,541	Closed	-$407K	–	246
2018 Q3	$407K	Sell	6,541 -3,265	-33%	-$205K	0.1%	138
2018 Q2	$617K	Buy	9,806 +3,222	+49%	+$201K	0.19%	108
2018 Q1	$408K	Buy	+6,584	New	+$408K	0.15%	101
2017 Q3	–	Sell	-8,478	Closed	-$524K	–	675
2017 Q2	$524K	Buy	+8,478	New	+$523K	0.11%	168
2017 Q1	–	Sell	-17	Closed	-$1K	–	653
2016 Q4	$1K	Buy	+17	New	+$1.03K	﹤0.01%	691

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 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

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

FFM

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

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

Perigon Wealth Management's HYD Position: Q1 2026 in Review

Perigon Wealth Management reduced its VanEck High Yield Muni ETF (HYD) stake by 14% in Q1 2026, selling an estimated $87.4K and leaving 10,442 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #786.

Perigon Wealth Management first reported a position in HYD in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.06M in Q3 2022. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

Perigon Wealth Management held 10,442 shares of VanEck High Yield Muni ETF worth $524K as of Q1 2026.
Perigon Wealth Management sold 1,715 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $87.4K.
VanEck High Yield Muni ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #786 holding.
Perigon Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2016 and has held it in 29 quarters since.
Perigon Wealth Management's VanEck High Yield Muni ETF position peaked at $2.06M in Q3 2022.
344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.