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SoFi Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History

SoFi Wealth’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
Q2 		$577 Sell
11
-9
-45% -$460 ﹤0.01% 52
2026
Q1 		$1.02K Sell
20
-2
-9% -$102 ﹤0.01% 52
2025
Q4 		$1.11K Sell
22
-1
-4% -$51 ﹤0.01% 50
2025
Q3 		$1.16K Buy
23
+1
+5% +$50 ﹤0.01% 48
2025
Q2 		$1.09K Sell
22
-11
-33% -$549 ﹤0.01% 46
2025
Q1 		$1.68K Sell
33
-90,869
-100% -$4.71M ﹤0.01% 40
2024
Q4 		$4.72M Buy
90,902
+7,564
+9% +$396K 0.32% 11
2024
Q3 		$4.42M Buy
83,338
+7,133
+9% +$374K 0.33% 11
2024
Q2 		$3.94M Buy
76,205
+6,716
+10% +$347K 0.33% 11
2024
Q1 		$3.63M Buy
69,489
+4,372
+7% +$226K 0.34% 11
2023
Q4 		$3.36M Buy
65,117
+1,970
+3% +$97.6K 0.36% 11
2023
Q3 		$3.1M Buy
63,147
+409
+0.7% +$20.7K 0.38% 11
2023
Q2 		$3.22M Buy
62,738
+1,374
+2% +$70.4K 0.4% 10
2023
Q1 		$3.17M Buy
61,364
+2,408
+4% +$124K 0.43% 10
2022
Q4 		$2.98M Buy
58,956
+3,240
+6% +$164K 0.45% 10
2022
Q3 		$2.78M Buy
55,716
+3,116
+6% +$166K 0.47% 10
2022
Q2 		$2.83M Buy
52,600
+4,036
+8% +$220K 0.47% 10
2022
Q1 		$2.79M Buy
+48,564
New +$2.91M 0.42% 10

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SoFi Wealth's HYD Position: Q2 2026 in Review

SoFi Wealth reduced its VanEck High Yield Muni ETF (HYD) stake by 45% in Q2 2026, selling an estimated $460 and leaving 11 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #52.

SoFi Wealth first reported a position in HYD in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.72M in Q4 2024. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • SoFi Wealth held 11 shares of VanEck High Yield Muni ETF worth $577 as of Q2 2026.
  • SoFi Wealth sold 9 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $460.
  • VanEck High Yield Muni ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q2 2026, its #52 holding.
  • SoFi Wealth first reported a position in VanEck High Yield Muni ETF in Q1 2022 and has held it in 18 quarters since.
  • SoFi Wealth's VanEck High Yield Muni ETF position peaked at $4.72M in Q4 2024.
  • 371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.