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Strategic Financial Planning’s VanEck High Yield Muni ETF HYD Stock Holding History

Strategic Financial Planning’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
2026
Q2 		– Sell
-15,963
Closed -$1.18M – 63
2026
Q1 		$1.18M Buy
+15,963
New +$814K 0.69% 26
2023
Q4 		– Sell
-5,555
Closed -$273K – 35
2023
Q3 		$273K Sell
5,555
-988
-15% -$50K 0.25% 28
2023
Q2 		$336K Buy
6,543
+413
+7% +$21.2K 0.3% 28
2023
Q1 		$317K Buy
6,130
+222
+4% +$11.5K 0.29% 28
2022
Q4 		$299K Sell
5,908
-176
-3% -$8.89K 0.29% 29
2022
Q3 		$304K Sell
6,084
-4,911
-45% -$262K 0.32% 30
2022
Q2 		$592K Buy
10,995
+3,685
+50% +$201K 0.57% 24
2022
Q1 		$420K Sell
7,310
-2,014
-22% -$120K 0.35% 28
2021
Q4 		$582K Sell
9,324
-1,473
-14% -$91.7K 0.42% 26
2021
Q3 		$675K Buy
10,797
+66
+0.6% +$4.19K 0.49% 24
2021
Q2 		$683K Sell
10,731
-611
-5% -$38.4K 0.49% 23
2021
Q1 		$705K Buy
11,342
+1,779
+19% +$110K 0.53% 23
2020
Q4 		$589K Buy
9,563
+1,806
+23% +$109K 0.52% 23
2020
Q3 		$464K Buy
7,757
+1,086
+16% +$65K 0.48% 23
2020
Q2 		$395K Sell
6,671
-633
-9% -$35.7K 0.44% 24
2020
Q1 		$382K Buy
7,304
+498
+7% +$30.7K 0.51% 22
2019
Q4 		$436K Buy
+6,806
New +$437K 0.42% 24

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Strategic Financial Planning's HYD Position: Q2 2026 in Review

Strategic Financial Planning sold out of VanEck High Yield Muni ETF (HYD) in Q2 2026, closing a stake of 15,963 shares — an estimated $1.18M sold.

Strategic Financial Planning first reported a position in HYD in Q4 2019 and held it in 17 quarters. The position peaked at $1.18M in Q1 2026. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • Strategic Financial Planning reported no remaining VanEck High Yield Muni ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 15,963 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $1.18M.
  • Strategic Financial Planning first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 17 quarters.
  • Strategic Financial Planning's VanEck High Yield Muni ETF position peaked at $1.18M in Q1 2026.
  • 369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.