Personal Wealth Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Personal Wealth Partners’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
2021 Q4	–	Sell	-3,412	Closed	-$213K	–	79
2021 Q3	$213K	Hold	3,412	–	–	0.09%	74
2021 Q2	$217K	Hold	3,412	–	–	0.09%	76
2021 Q1	$212K	Hold	3,412	–	–	0.1%	75
2020 Q4	$210K	Hold	3,412	–	–	0.1%	68
2020 Q3	$204K	Hold	3,412	–	–	0.11%	67
2020 Q2	$202K	Buy	+3,412	New	+$192K	0.11%	60
2020 Q1	–	Sell	-11,555	Closed	-$740K	–	292
2019 Q4	$740K	Hold	11,555	–	–	0.32%	33
2019 Q3	$744K	Sell	11,555 -619	-5%	-$39.7K	0.34%	31
2019 Q2	$776K	Sell	12,174 -195	-2%	-$12.3K	0.37%	25
2019 Q1	$772K	Buy	+12,369	New	+$762K	0.41%	27

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Personal Wealth Partners's HYD Position: Q4 2021 in Review

Personal Wealth Partners sold out of VanEck High Yield Muni ETF (HYD) in Q4 2021, closing a stake of 3,412 shares — an estimated $213K sold.

Personal Wealth Partners first reported a position in HYD in Q1 2019 and held it in 10 quarters. The position peaked at $776K in Q2 2019. 338 funds tracked by Wall St. Rank hold HYD as of Q4 2021.

Personal Wealth Partners reported no remaining VanEck High Yield Muni ETF position as of Q4 2021 after selling out during the quarter.
Personal Wealth Partners sold 3,412 VanEck High Yield Muni ETF shares in Q4 2021, an estimated $213K.
Personal Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q1 2019 and held it in 10 quarters.
Personal Wealth Partners's VanEck High Yield Muni ETF position peaked at $776K in Q2 2019.
338 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2021.

Based on Personal Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.