Sterling Investment Advisors (Pennsylvania)’s VanEck High Yield Muni ETF HYD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q1	–	Sell	-250	Closed	-$15K	–	519
2020 Q4	$15K	Hold	250	–	–	0.01%	327
2020 Q3	$15K	Hold	250	–	–	0.01%	318
2020 Q2	$14K	Hold	250	–	–	0.01%	322
2020 Q1	$13K	Hold	250	–	–	0.01%	299
2019 Q4	$16K	Hold	250	–	–	0.01%	312
2019 Q3	$16K	Hold	250	–	–	0.01%	310
2019 Q2	$16K	Hold	250	–	–	0.01%	317
2019 Q1	$16K	Hold	250	–	–	0.01%	309
2018 Q4	$15K	Hold	250	–	–	0.01%	300
2018 Q3	$16K	Hold	250	–	–	0.01%	323
2018 Q2	$15K	Hold	250	–	–	0.01%	309
2018 Q1	$15K	Hold	250	–	–	0.01%	297
2017 Q4	$16K	Hold	250	–	–	0.01%	276
2017 Q3	$16K	Sell	250 -1,020	-80%	-$63.5K	0.01%	270
2017 Q2	$79K	Hold	1,270	–	–	0.05%	148
2017 Q1	$78K	Hold	1,270	–	–	0.06%	145
2016 Q4	$75K	Buy	+1,270	New	+$77.2K	0.06%	133

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s HYD Position: Q1 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of VanEck High Yield Muni ETF (HYD) in Q1 2021, closing a stake of 250 shares — an estimated $15K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in HYD in Q4 2016 and held it in 17 quarters. The position peaked at $79K in Q2 2017. 270 funds tracked by Wall St. Rank hold HYD as of Q1 2021.

Sterling Investment Advisors (Pennsylvania) reported no remaining VanEck High Yield Muni ETF position as of Q1 2021 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 250 VanEck High Yield Muni ETF shares in Q1 2021, an estimated $15K.
Sterling Investment Advisors (Pennsylvania) first reported a position in VanEck High Yield Muni ETF in Q4 2016 and held it in 17 quarters.
Sterling Investment Advisors (Pennsylvania)'s VanEck High Yield Muni ETF position peaked at $79K in Q2 2017.
270 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2021, filed 4 May 2021.