Security National Bank’s VanEck High Yield Muni ETF HYD Stock Holding History

Security National Bank’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 Q2	–	Sell	-10,000	Closed	-$512K	–	322
2025 Q1	$512K	Buy	+10,000	New	+$518K	0.1%	85

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Security National Bank's HYD Position: Q2 2025 in Review

Security National Bank sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 10,000 shares — an estimated $512K sold.

Security National Bank first reported a position in HYD in Q1 2025 and held it in 1 quarter. The position peaked at $512K in Q1 2025. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

Security National Bank reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
Security National Bank sold 10,000 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $512K.
Security National Bank first reported a position in VanEck High Yield Muni ETF in Q1 2025 and held it in 1 quarter.
Security National Bank's VanEck High Yield Muni ETF position peaked at $512K in Q1 2025.
326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Security National Bank's 13F filing for Q2 2025, filed 10 Jul 2025.