SAS
HYD icon

Sage Advisory Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Sage Advisory 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
2023
Q4 		– Sell
-135,896
Closed -$6.67M – 53
2023
Q3 		$6.67M Buy
135,896
+56,683
+72% +$2.87M 1.87% 22
2023
Q2 		$4.07M Sell
79,213
-56,675
-42% -$2.9M 1.19% 21
2023
Q1 		$7.03M Buy
135,888
+15
+0% +$775 1.99% 16
2022
Q4 		$6.87M Buy
135,873
+2,482
+2% +$125K 2.01% 16
2022
Q3 		$6.66M Sell
133,391
-1,729
-1% -$92.2K 2.08% 15
2022
Q2 		$7.28M Buy
135,120
+29,390
+28% +$1.6M 2.08% 18
2022
Q1 		$6.07M Buy
105,730
+24,320
+30% +$1.45M 1.53% 19
2021
Q4 		$5.08M Buy
81,410
+18,452
+29% +$1.15M 1.26% 20
2021
Q3 		$3.93M Buy
62,958
+203
+0.3% +$12.9K 1.02% 28
2021
Q2 		$3.99M Buy
62,755
+18
+0% +$1.13K 1.09% 27
2021
Q1 		$3.9M Buy
62,737
+2,093
+3% +$130K 0.95% 25
2020
Q4 		$3.73M Sell
60,644
-3,734
-6% -$225K 0.98% 25
2020
Q3 		$3.84M Buy
64,378
+2,706
+4% +$162K 1.27% 23
2020
Q2 		$3.65M Buy
61,672
+2,777
+5% +$156K 1.15% 23
2020
Q1 		$3.1M Sell
58,895
-76,802
-57% -$4.73M 1.19% 25
2019
Q4 		$8.69M Buy
135,697
+10,033
+8% +$644K 2.76% 14
2019
Q3 		$8.1M Buy
125,664
+23,753
+23% +$1.52M 2.65% 15
2019
Q2 		$6.5M Buy
101,911
+58,707
+136% +$3.7M 1.91% 19
2019
Q1 		$2.71M Sell
43,204
-17,668
-29% -$1.09M 0.26% 33
2018
Q4 		$3.72M Buy
60,872
+46,823
+333% +$2.85M 0.39% 29
2018
Q3 		$875K Buy
14,049
+9,074
+182% +$569K 0.08% 38
2018
Q2 		$313K Sell
4,975
-12,907
-72% -$806K 0.03% 46
2018
Q1 		$1.11M Buy
+17,882
New +$1.11M 0.11% 34

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sage Advisory Services's HYD Position: Q4 2023 in Review

Sage Advisory Services sold out of VanEck High Yield Muni ETF (HYD) in Q4 2023, closing a stake of 135,896 shares — an estimated $6.67M sold.

Sage Advisory Services first reported a position in HYD in Q1 2018 and held it in 23 quarters. The position peaked at $8.69M in Q4 2019. 318 funds tracked by Wall St. Rank hold HYD as of Q4 2023.

  • Sage Advisory Services reported no remaining VanEck High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Sage Advisory Services sold 135,896 VanEck High Yield Muni ETF shares in Q4 2023, an estimated $6.67M.
  • Sage Advisory Services first reported a position in VanEck High Yield Muni ETF in Q1 2018 and held it in 23 quarters.
  • Sage Advisory Services's VanEck High Yield Muni ETF position peaked at $8.69M in Q4 2019.
  • 318 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2023.

Based on Sage Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.