Stokes Family Office’s VanEck High Yield Muni ETF HYD Stock Holding History

Stokes Family Office’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 Q4	–	Sell	-5,027	Closed	-$247K	–	269
2023 Q3	$247K	Sell	5,027 -385	-7%	-$19.5K	0.03%	271
2023 Q2	$278K	Sell	5,412 -6,641	-55%	-$340K	0.03%	252
2023 Q1	$624K	Sell	12,053 -10,367	-46%	-$535K	0.08%	152
2022 Q4	$1.13M	Sell	22,420 -6,968	-24%	-$352K	0.15%	104
2022 Q3	$1.47M	Sell	29,388 -17,213	-37%	-$918K	0.21%	85
2022 Q2	$2.51M	Buy	+46,601	New	+$2.54M	0.34%	66

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

Stokes Family Office's HYD Position: Q4 2023 in Review

Stokes Family Office sold out of VanEck High Yield Muni ETF (HYD) in Q4 2023, closing a stake of 5,027 shares — an estimated $247K sold.

Stokes Family Office first reported a position in HYD in Q2 2022 and held it in 6 quarters. The position peaked at $2.51M in Q2 2022. 319 funds tracked by Wall St. Rank hold HYD as of Q4 2023.

Stokes Family Office reported no remaining VanEck High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 5,027 VanEck High Yield Muni ETF shares in Q4 2023, an estimated $247K.
Stokes Family Office first reported a position in VanEck High Yield Muni ETF in Q2 2022 and held it in 6 quarters.
Stokes Family Office's VanEck High Yield Muni ETF position peaked at $2.51M in Q2 2022.
319 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.