Regal Investment Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,094
| Closed | -$211K | – | 538 |
|
|
2024
Q2 | $211K | Sell |
4,094
-314
| -7% | -$16.2K | 0.01% | 538 |
|
|
2024
Q1 | $230K | Sell |
4,408
-3,543
| -45% | -$183K | 0.02% | 521 |
|
|
2023
Q4 | $411K | Buy |
7,951
+25
| +0.3% | +$1.24K | 0.03% | 363 |
|
|
2023
Q3 | $389K | Hold |
7,926
| – | – | 0.03% | 340 |
|
|
2023
Q2 | $407K | Hold |
7,926
| – | – | 0.03% | 331 |
|
|
2023
Q1 | $410K | Sell |
7,926
-1,202
| -13% | -$62.1K | 0.04% | 322 |
|
|
2022
Q4 | $461K | Sell |
9,128
-1,306
| -13% | -$66K | 0.04% | 291 |
|
|
2022
Q3 | $521K | Sell |
10,434
-78
| -0.7% | -$4.16K | 0.06% | 258 |
|
|
2022
Q2 | $566K | Sell |
10,512
-999
| -9% | -$54.5K | 0.06% | 261 |
|
|
2022
Q1 | $661K | Sell |
11,511
-17,660
| -61% | -$1.06M | 0.06% | 270 |
|
|
2021
Q4 | $1.82M | Buy |
29,171
+17,321
| +146% | +$1.08M | 0.16% | 134 |
|
|
2021
Q3 | $740K | Sell |
11,850
-103
| -0.9% | -$6.54K | 0.07% | 280 |
|
|
2021
Q2 | $760K | Buy |
+11,953
| New | +$751K | 0.08% | 264 |
|
|
2021
Q1 | – | Sell |
-10,325
| Closed | -$635K | – | 206 |
|
|
2020
Q4 | $635K | Buy |
+10,325
| New | +$623K | 0.07% | 246 |
|
|
2020
Q3 | – | Sell |
-9,771
| Closed | -$579K | – | 110 |
|
|
2020
Q2 | $579K | Buy |
+9,771
| New | +$550K | 0.11% | 170 |
|
|
2020
Q1 | – | Sell |
-9,912
| Closed | -$635K | – | 150 |
|
|
2019
Q4 | $635K | Buy |
9,912
+2,054
| +26% | +$132K | 0.11% | 171 |
|
|
2019
Q3 | $506K | Buy |
7,858
+115
| +1% | +$7.38K | 0.1% | 190 |
|
|
2019
Q2 | $494K | Buy |
7,743
+694
| +10% | +$43.8K | 0.1% | 191 |
|
|
2019
Q1 | $442K | Buy |
7,049
+57
| +0.8% | +$3.51K | 0.09% | 196 |
|
|
2018
Q4 | $427K | Sell |
6,992
-2,663
| -28% | -$162K | 0.09% | 198 |
|
|
2018
Q3 | $601K | Buy |
+9,655
| New | +$606K | 0.13% | 170 |
|
|
2015
Q4 | – | Sell |
-35
| Closed | -$2K | – | 543 |
|
|
2015
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 936 |
|
|
2015
Q2 | $2K | Sell |
35
-395
| -92% | -$24.4K | ﹤0.01% | 844 |
|
|
2015
Q1 | $27K | Sell |
430
-219
| -34% | -$13.7K | 0.01% | 519 |
|
|
2014
Q4 | $40K | Buy |
649
+495
| +321% | +$30.5K | 0.01% | 424 |
|
|
2014
Q3 | $9K | Sell |
154
-7
| -4% | -$423 | ﹤0.01% | 715 |
|
|
2014
Q2 | $10K | Buy |
161
+38
| +31% | +$2.29K | ﹤0.01% | 664 |
|
|
2014
Q1 | $7K | Buy |
123
+83
| +208% | +$4.84K | ﹤0.01% | 693 |
|
|
2013
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 759 |
|
|
2013
Q3 | $2K | Sell |
40
-497
| -93% | -$29.1K | ﹤0.01% | 795 |
|
|
2013
Q2 | $33K | Buy |
+537
| New | +$34.9K | 0.02% | 357 |
|
Other funds holding HYD
CMF
GC
Regal Investment Advisors's HYD Position: Q3 2024 in Review
Regal Investment Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2024, closing a stake of 4,094 shares — an estimated $211K sold.
Regal Investment Advisors first reported a position in HYD in Q2 2013 and held it in 31 quarters. The position peaked at $1.82M in Q4 2021. 328 funds tracked by Wall St. Rank hold HYD as of Q3 2024.
- Regal Investment Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2024 after selling out during the quarter.
- Regal Investment Advisors sold 4,094 VanEck High Yield Muni ETF shares in Q3 2024, an estimated $211K.
- Regal Investment Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2013 and held it in 31 quarters.
- Regal Investment Advisors's VanEck High Yield Muni ETF position peaked at $1.82M in Q4 2021.
- 328 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2024.
Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.