SC
HYD icon

Stephens Consulting’s VanEck High Yield Muni ETF HYD Stock Holding History

Stephens Consulting’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
2025
Q3 		– Sell
-1
Closed -$51 – 743
2025
Q2 		$51 Sell
1
-234
-100% -$11.7K ﹤0.01% 1111
2025
Q1 		$12K Buy
235
+1
+0.4% +$52 ﹤0.01% 309
2024
Q4 		$12.1K Sell
234
-94
-29% -$4.92K ﹤0.01% 330
2024
Q3 		$17.4K Hold
328
– – ﹤0.01% 282
2024
Q2 		$16.9K Hold
328
– – ﹤0.01% 281
2024
Q1 		$17.1K Hold
328
– – 0.01% 264
2023
Q4 		$16.9K Hold
328
– – 0.01% 269
2023
Q3 		$16.1K Hold
328
– – 0.01% 261
2023
Q2 		$16.8K Sell
328
-1,383
-81% -$70.9K 0.01% 258
2023
Q1 		$88.5K Hold
1,711
– – 0.05% 118
2022
Q4 		$86.5K Buy
+1,711
New +$86.5K 0.06% 121

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return