Sonora Investment Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Sonora Investment Management’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
2021 Q3	$222K	Hold	3,546	–	–	0.03%	196
2021 Q2	$226K	Hold	3,546	–	–	0.03%	183
2021 Q1	$220K	Hold	3,546	–	–	0.02%	280
2020 Q4	$218K	Hold	3,546	–	–	0.02%	285
2020 Q3	$212K	Buy	3,546 +1,546	+77%	+$92.6K	0.02%	263
2020 Q2	$119K	Hold	2,000	–	–	0.01%	304
2020 Q1	$105K	Hold	2,000	–	–	0.01%	311
2019 Q4	$128K	Hold	2,000	–	–	0.01%	303
2019 Q3	$129K	Hold	2,000	–	–	0.01%	298
2019 Q2	$128K	Hold	2,000	–	–	0.01%	290
2019 Q1	$126K	Hold	2,000	–	–	0.02%	285
2018 Q4	$122K	Hold	2,000	–	–	0.02%	259
2018 Q3	$125K	Hold	2,000	–	–	0.02%	256
2018 Q2	$126K	Hold	2,000	–	–	0.02%	246
2018 Q1	$124K	Hold	2,000	–	–	0.02%	241
2017 Q4	$125K	Hold	2,000	–	–	0.02%	241
2017 Q3	$125K	Hold	2,000	–	–	0.02%	232
2017 Q2	$124K	Hold	2,000	–	–	0.02%	227
2017 Q1	$122K	Buy	+2,000	New	+$121K	0.02%	220

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sonora Investment Management's HYD Position: Q3 2021 in Review

Sonora Investment Management held its VanEck High Yield Muni ETF (HYD) position steady in Q3 2021 at 3,546 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #196.

Sonora Investment Management first reported a position in HYD in Q1 2017 and has held it in 19 quarters since. The position peaked at $226K in Q2 2021. 290 funds tracked by Wall St. Rank hold HYD as of Q3 2021.

Sonora Investment Management held 3,546 shares of VanEck High Yield Muni ETF worth $222K as of Q3 2021.
Sonora Investment Management left its VanEck High Yield Muni ETF share count unchanged in Q3 2021.
VanEck High Yield Muni ETF made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #196 holding.
Sonora Investment Management first reported a position in VanEck High Yield Muni ETF in Q1 2017 and has held it in 19 quarters since.
Sonora Investment Management's VanEck High Yield Muni ETF position peaked at $226K in Q2 2021.
290 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.