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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return