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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stephens Consulting's HYD Position: Q3 2025 in Review

Stephens Consulting sold out of VanEck High Yield Muni ETF (HYD) in Q3 2025, closing a stake of 1 share — an estimated $51 sold.

Stephens Consulting first reported a position in HYD in Q4 2022 and held it in 11 quarters. The position peaked at $88.5K in Q1 2023. 335 funds tracked by Wall St. Rank hold HYD as of Q3 2025.

Stephens Consulting reported no remaining VanEck High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 VanEck High Yield Muni ETF share in Q3 2025, an estimated $51.
Stephens Consulting first reported a position in VanEck High Yield Muni ETF in Q4 2022 and held it in 11 quarters.
Stephens Consulting's VanEck High Yield Muni ETF position peaked at $88.5K in Q1 2023.
335 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.