Plante Moran Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Plante Moran Financial 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 Q2	–	Sell	-21	Closed	-$1.07K	–	812
2025 Q1	$1.07K	Buy	+21	New	+$1.09K	﹤0.01%	719
2023 Q4	–	Sell	-3	Closed	-$147	–	851
2023 Q3	$147	Buy	+3	New	+$152	﹤0.01%	734
2022 Q4	–	Sell	-308	Closed	-$15K	–	917
2022 Q3	$15K	Buy	+308	New	+$16.4K	﹤0.01%	516
2020 Q2	–	Sell	-317	Closed	-$17K	–	793
2020 Q1	$17K	Buy	+317	New	+$19.5K	0.01%	412
2016 Q1	–	Sell	-150	Closed	-$9K	–	939
2015 Q4	$9K	Buy	+150	New	+$9.21K	0.01%	597
2015 Q1	–	Sell	-141	Closed	-$9K	–	753
2014 Q4	$9K	Hold	141	–	–	0.01%	560
2014 Q3	$9K	Buy	+141	New	+$8.52K	0.01%	558

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's HYD Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 21 shares — an estimated $1.07K sold.

Plante Moran Financial Advisors first reported a position in HYD in Q3 2014 and held it in 7 quarters. The position peaked at $17K in Q1 2020. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

Plante Moran Financial Advisors reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 21 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $1.07K.
Plante Moran Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2014 and held it in 7 quarters.
Plante Moran Financial Advisors's VanEck High Yield Muni ETF position peaked at $17K in Q1 2020.
326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.