Shared Vision Wealth Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Shared Vision Wealth 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
2026 Q1	$1.8M	Buy	35,823 +6,852	+24%	+$349K	0.73%	29
2025 Q4	$1.48M	Buy	28,971 +6,882	+31%	+$351K	0.6%	30
2025 Q3	$1.13M	Buy	22,089 +17,983	+438%	+$895K	0.48%	35
2025 Q2	$202K	Buy	+4,106	New	+$205K	0.1%	83

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Shared Vision Wealth Group's HYD Position: Q1 2026 in Review

Shared Vision Wealth Group increased its VanEck High Yield Muni ETF (HYD) stake by 24% in Q1 2026, buying an estimated $349K and bringing the position to 35,823 shares worth $1.8M. The position accounts for 0.73% of the portfolio, ranked #29.

Shared Vision Wealth Group first reported a position in HYD in Q2 2025 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

Shared Vision Wealth Group held 35,823 shares of VanEck High Yield Muni ETF worth $1.8M as of Q1 2026.
Shared Vision Wealth Group bought 6,852 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $349K.
VanEck High Yield Muni ETF made up 0.73% of Shared Vision Wealth Group's portfolio in Q1 2026, its #29 holding.
Shared Vision Wealth Group first reported a position in VanEck High Yield Muni ETF in Q2 2025 and has held it in 4 quarters since.
344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.