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Synergy Investment Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Synergy Investment Management’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 		$106K Buy
2,116
+2,109
+30,129% +$108K 0.03% 251
2026
Q1 		$351 Buy
+7
New +$357 ﹤0.01% 854

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

Synergy Investment Management's HYD Position: Q2 2026 in Review

Synergy Investment Management increased its VanEck High Yield Muni ETF (HYD) stake by 30,129% in Q2 2026, buying an estimated $108K and bringing the position to 2,116 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #251.

Synergy Investment Management first reported a position in HYD in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • Synergy Investment Management held 2,116 shares of VanEck High Yield Muni ETF worth $106K as of Q2 2026.
  • Synergy Investment Management bought 2,109 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $108K.
  • VanEck High Yield Muni ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #251 holding.
  • Synergy Investment Management first reported a position in VanEck High Yield Muni ETF in Q1 2026 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

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