Richardson Financial Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Richardson Financial Services’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	$194K	Sell	3,758 -2,019	-35%	-$103K	0.11%	168
2026 Q1	$290K	Sell	5,777 -172	-3%	-$8.77K	0.18%	123
2025 Q4	$464K	Sell	5,949 -445	-7%	-$22.7K	0.15%	86
2025 Q3	$325K	Sell	6,394 -13	-0.2%	-$647	0.2%	114
2025 Q2	$321K	Sell	6,407 -758	-11%	-$37.8K	0.22%	114
2025 Q1	$367K	Sell	7,165 -382	-5%	-$19.8K	0.28%	104
2024 Q4	$391K	Sell	7,547 -2,134	-22%	-$112K	0.27%	95
2024 Q3	$501K	Buy	9,681 +789	+9%	+$41.3K	0.32%	76
2024 Q2	$459K	Sell	8,892 -141	-2%	-$7.28K	0.33%	79
2024 Q1	$472K	Buy	9,033 +1,454	+19%	+$75K	0.33%	84
2023 Q4	$391K	Buy	+7,579	New	+$375K	0.34%	84

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

Richardson Financial Services's HYD Position: Q2 2026 in Review

Richardson Financial Services reduced its VanEck High Yield Muni ETF (HYD) stake by 35% in Q2 2026, selling an estimated $103K and leaving 3,758 shares worth $194K. The position accounts for 0.11% of the portfolio, ranked #168.

Richardson Financial Services first reported a position in HYD in Q4 2023 and has held it in 11 quarters since. The position peaked at $501K in Q3 2024. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Richardson Financial Services held 3,758 shares of VanEck High Yield Muni ETF worth $194K as of Q2 2026.
Richardson Financial Services sold 2,019 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $103K.
VanEck High Yield Muni ETF made up 0.11% of Richardson Financial Services's portfolio in Q2 2026, its #168 holding.
Richardson Financial Services first reported a position in VanEck High Yield Muni ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's VanEck High Yield Muni ETF position peaked at $501K in Q3 2024.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.