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Signature Estate & Investment Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Signature Estate & Investment Advisors’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
2024
Q1 		– Sell
-33,180
Closed -$1.71M – 186
2023
Q4 		$1.71M Buy
+33,180
New +$1.64M 0.05% 83
2023
Q1 		– Sell
-4,535
Closed -$229K – 184
2022
Q4 		$229K Buy
+4,535
New +$229K 0.01% 172

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Signature Estate & Investment Advisors's HYD Position: Q1 2024 in Review

Signature Estate & Investment Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q1 2024, closing a stake of 33,180 shares — an estimated $1.71M sold.

Signature Estate & Investment Advisors first reported a position in HYD in Q4 2022 and held it in 2 quarters. The position peaked at $1.71M in Q4 2023. 305 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

  • Signature Estate & Investment Advisors reported no remaining VanEck High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 33,180 VanEck High Yield Muni ETF shares in Q1 2024, an estimated $1.71M.
  • Signature Estate & Investment Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2022 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's VanEck High Yield Muni ETF position peaked at $1.71M in Q4 2023.
  • 305 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.