Retirement Investment Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Retirement Investment 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
2026 Q2	$8.69M	Buy	169,817 +22,420	+15%	+$1.15M	0.62%	12
2026 Q1	$7.53M	Buy	147,397 +2,592	+2%	+$132K	0.61%	12
2025 Q4	$7.4M	Buy	144,805 +9,831	+7%	+$501K	0.6%	12
2025 Q3	$6.87M	Buy	134,974 +12,657	+10%	+$630K	0.57%	12
2025 Q2	$6.14M	Buy	122,317 +13,141	+12%	+$656K	0.55%	12
2025 Q1	$5.59M	Buy	109,176 +7,504	+7%	+$389K	0.57%	12
2024 Q4	$5.28M	Buy	101,672 +10,912	+12%	+$571K	0.56%	12
2024 Q3	$4.82M	Buy	90,760 +5,060	+6%	+$265K	0.53%	11
2024 Q2	$4.43M	Buy	+85,700	New	+$4.42M	0.54%	11
2023 Q4	$3.9M	Sell	75,549 -45,478	-38%	-$2.25M	0.56%	13
2023 Q3	$5.94M	Buy	121,027 +16,632	+16%	+$842K	0.54%	15
2023 Q2	$5.36M	Buy	104,395 +19,323	+23%	+$990K	0.64%	16
2023 Q1	$4.4M	Buy	85,072 +49,564	+140%	+$2.56M	0.79%	19
2022 Q4	$1.79M	Buy	+35,508	New	+$1.79M	1.16%	13

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

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

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

FFM

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

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

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

Retirement Investment Advisors's HYD Position: Q2 2026 in Review

Retirement Investment Advisors increased its VanEck High Yield Muni ETF (HYD) stake by 15% in Q2 2026, buying an estimated $1.15M and bringing the position to 169,817 shares worth $8.69M. The position accounts for 0.62% of the portfolio, ranked #12.

Retirement Investment Advisors first reported a position in HYD in Q4 2022 and has held it in 14 quarters since. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Retirement Investment Advisors held 169,817 shares of VanEck High Yield Muni ETF worth $8.69M as of Q2 2026.
Retirement Investment Advisors bought 22,420 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $1.15M.
VanEck High Yield Muni ETF made up 0.62% of Retirement Investment Advisors's portfolio in Q2 2026, its #12 holding.
Retirement Investment Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2022 and has held it in 14 quarters since.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.