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Sound Financial Strategies Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Sound Financial Strategies 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
2023
Q1 		– Sell
-56,234
Closed -$2.84M – 71
2022
Q4 		$2.84M Buy
+56,234
New +$2.84M 2.06% 3
2022
Q1 		– Sell
-52,407
Closed -$3.27M – 85
2021
Q4 		$3.27M Buy
+52,407
New +$3.26M 1.64% 5

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sound Financial Strategies Group's HYD Position: Q1 2023 in Review

Sound Financial Strategies Group sold out of VanEck High Yield Muni ETF (HYD) in Q1 2023, closing a stake of 56,234 shares — an estimated $2.84M sold.

Sound Financial Strategies Group first reported a position in HYD in Q4 2021 and held it in 2 quarters. The position peaked at $3.27M in Q4 2021. 284 funds tracked by Wall St. Rank hold HYD as of Q1 2023.

  • Sound Financial Strategies Group reported no remaining VanEck High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
  • Sound Financial Strategies Group sold 56,234 VanEck High Yield Muni ETF shares in Q1 2023, an estimated $2.84M.
  • Sound Financial Strategies Group first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 2 quarters.
  • Sound Financial Strategies Group's VanEck High Yield Muni ETF position peaked at $3.27M in Q4 2021.
  • 284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2023.

Based on Sound Financial Strategies Group's 13F filing for Q1 2023, filed 2 May 2023.