SMA
Sage Mountain Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.66M | Sell |
33,045
-775
| -2% | -$38.9K | 0.11% | 87 |
|
2025
Q1 | $1.73M | Sell |
33,820
-233,236
| -87% | -$11.9M | 0.13% | 83 |
|
2024
Q4 | $13.9M | Buy |
267,056
+249,120
| +1,389% | +$12.9M | 1.01% | 16 |
|
2024
Q3 | $952K | Sell |
17,936
-7,400
| -29% | -$393K | 0.08% | 115 |
|
2024
Q2 | $1.31M | Sell |
25,336
-2,763
| -10% | -$143K | 0.12% | 80 |
|
2024
Q1 | $1.47M | Sell |
28,099
-359,754
| -93% | -$18.8M | 0.15% | 72 |
|
2023
Q4 | $20M | Buy |
387,853
+378,547
| +4,068% | +$19.5M | 2.32% | 9 |
|
2023
Q3 | $457K | Buy |
+9,306
| New | +$457K | 0.06% | 121 |
|
2022
Q1 | – | Sell |
-3,656
| Closed | -$228K | – | 658 |
|
2021
Q4 | $228K | Hold |
3,656
| – | – | 0.03% | 498 |
|
2021
Q3 | $228K | Buy |
3,656
+6
| +0.2% | +$374 | 0.03% | 411 |
|
2021
Q2 | $232K | Hold |
3,650
| – | – | 0.04% | 363 |
|
2021
Q1 | $227K | Sell |
3,650
-98,220
| -96% | -$6.11M | 0.05% | 279 |
|
2020
Q4 | $6.27M | Buy |
+101,870
| New | +$6.27M | 2.05% | 10 |
|