Simplicity Solutions’s VanEck High Yield Muni ETF HYD Stock Holding History

Simplicity Solutions’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
2023 Q4	$819K	Buy	+15,868	New	+$786K	0.02%	503
2022 Q3	–	Sell	-55,741	Closed	-$3M	–	669
2022 Q2	$3M	Buy	+55,741	New	+$3.04M	0.39%	60
2020 Q4	–	Sell	-10,935	Closed	-$654K	–	955
2020 Q3	$654K	Sell	10,935 -2,767	-20%	-$166K	0.01%	579
2020 Q2	$812K	Sell	13,702 -18,436	-57%	-$1.04M	0.02%	518
2020 Q1	$1.68M	Buy	32,138 +19,901	+163%	+$1.23M	0.05%	245
2019 Q4	$783K	Buy	12,237 +618	+5%	+$39.7K	0.02%	442
2019 Q3	$749K	Buy	+11,619	New	+$745K	0.03%	354
2018 Q4	–	Sell	-12,768	Closed	-$795K	–	692
2018 Q3	$795K	Sell	12,768 -2,842	-18%	-$178K	0.05%	193
2018 Q2	$982K	Buy	+15,610	New	+$974K	0.07%	152
2016 Q2	–	Sell	-10,220	Closed	-$641K	–	222
2016 Q1	$641K	Buy	+10,220	New	+$636K	0.39%	82

Other funds holding HYD

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Simplicity Solutions's HYD Position: Q4 2023 in Review

Simplicity Solutions opened a new position in VanEck High Yield Muni ETF (HYD) in Q4 2023: 15,868 shares worth $819K. The stake represents 0.02% of the portfolio and ranks #503 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in HYD as recently as Q2 2022.

Simplicity Solutions first reported a position in HYD in Q1 2016 and has held it in 10 quarters since. The position peaked at $3M in Q2 2022. 318 funds tracked by Wall St. Rank hold HYD as of Q4 2023.

Simplicity Solutions held 15,868 shares of VanEck High Yield Muni ETF worth $819K as of Q4 2023.
VanEck High Yield Muni ETF was a new Simplicity Solutions position in Q4 2023.
VanEck High Yield Muni ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #503 holding.
Simplicity Solutions first reported a position in VanEck High Yield Muni ETF in Q1 2016 and has held it in 10 quarters since.
Simplicity Solutions's VanEck High Yield Muni ETF position peaked at $3M in Q2 2022.
318 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.