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 Q2	$345K	Sell	6,704 -3,257	-33%	-$166K	0.02%	262
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 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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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 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

Strategic Investment Advisors's HYD Position: Q2 2026 in Review

Strategic Investment Advisors reduced its VanEck High Yield Muni ETF (HYD) stake by 33% in Q2 2026, selling an estimated $166K and leaving 6,704 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #262.

Strategic Investment Advisors first reported a position in HYD in Q3 2023 and has held it in 12 quarters since. The position peaked at $498K in Q1 2026. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Strategic Investment Advisors held 6,704 shares of VanEck High Yield Muni ETF worth $345K as of Q2 2026.
Strategic Investment Advisors sold 3,257 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $166K.
VanEck High Yield Muni ETF made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #262 holding.
Strategic Investment Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2023 and has held it in 12 quarters since.
Strategic Investment Advisors's VanEck High Yield Muni ETF position peaked at $498K in Q1 2026.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

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