Rooted Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Rooted Wealth 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	$822K	Hold	15,965	–	–	0.2%	74
2026 Q1	$818K	Sell	15,965 -2,339	-13%	-$119K	0.22%	73
2025 Q4	$934K	Sell	18,304 -968	-5%	-$49.3K	0.26%	65
2025 Q3	$978K	Sell	19,272 -66	-0.3%	-$3.28K	0.3%	53
2025 Q2	$960K	Buy	19,338 +166	+0.9%	+$8.29K	0.33%	46
2025 Q1	$984K	Sell	19,172 -36	-0.2%	-$1.86K	0.42%	39
2024 Q4	$996K	Sell	19,208 -223	-1%	-$11.7K	0.39%	42
2024 Q3	$1.02M	Sell	19,431 -295	-1%	-$15.5K	0.46%	39
2024 Q2	$1.03M	Buy	19,726 +6,361	+48%	+$328K	0.46%	41
2024 Q1	$691K	Buy	13,365 +87	+0.7%	+$4.49K	0.34%	46
2023 Q4	$681K	Buy	+13,278	New	+$658K	0.36%	46

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

Rooted Wealth Advisors's HYD Position: Q2 2026 in Review

Rooted Wealth Advisors held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2026 at 15,965 shares worth $822K. The position accounts for 0.2% of the portfolio, ranked #74.

Rooted Wealth Advisors first reported a position in HYD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2024. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Rooted Wealth Advisors held 15,965 shares of VanEck High Yield Muni ETF worth $822K as of Q2 2026.
Rooted Wealth Advisors left its VanEck High Yield Muni ETF share count unchanged in Q2 2026.
VanEck High Yield Muni ETF made up 0.2% of Rooted Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Rooted Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2023 and has held it in 11 quarters since.
Rooted Wealth Advisors's VanEck High Yield Muni ETF position peaked at $1.03M in Q2 2024.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.