Strategic Investment Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Strategic Investment Advisors’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 Q1	$498K	Buy	9,961 +2,345	+31%	+$120K	0.03%	220
2025 Q4	$389K	Buy	7,616 +19	+0.3%	+$969	0.03%	190
2025 Q3	$387K	Buy	7,597 +207	+3%	+$10.3K	0.03%	189
2025 Q2	$371K	Sell	7,390 -442	-6%	-$22.1K	0.04%	191
2025 Q1	$401K	Buy	7,832 +871	+13%	+$45.1K	0.04%	187
2024 Q4	$361K	Buy	6,961 +137	+2%	+$7.17K	0.04%	199
2024 Q3	$362K	Buy	6,824 +160	+2%	+$8.38K	0.04%	205
2024 Q2	$344K	Buy	6,664 +600	+10%	+$31K	0.04%	202
2024 Q1	$317K	Buy	6,064 +743	+14%	+$38.3K	0.04%	210
2023 Q4	$275K	Sell	5,321 -232	-4%	-$11.5K	0.04%	209
2023 Q3	$272K	Buy	+5,553	New	+$281K	0.04%	209

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

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return