SAG
HYD icon

SageView Advisory Group’s VanEck High Yield Muni ETF HYD Stock Holding History

SageView Advisory Group’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
2025
Q4 		$571K Sell
11,169
-67,649
-86% -$3.45M 0.02% 339
2025
Q3 		$4.01M Buy
78,818
+5,214
+7% +$259K 0.14% 98
2025
Q2 		$3.61M Hold
73,604
– – 0.14% 91
2025
Q1 		$3.77M Sell
73,604
-2,262
-3% -$117K 0.16% 72
2024
Q4 		$3.94M Sell
75,866
-9,149
-11% -$479K 0.17% 73
2024
Q3 		$4.51M Buy
+85,015
New +$4.45M 0.23% 58
2024
Q2 		– Hold
0
– – – 62
2024
Q1 		– Hold
0
– -$5.18M – 626
2023
Q4 		– Sell
-5,174
Closed -$256K – 62
2023
Q3 		$254K Buy
+5,174
New +$262K 0.01% 457

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return