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

Tiedemann 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
2023 Q1	–	Sell	-9,738	Closed	-$492K	–	257
2022 Q4	$492K	Sell	9,738 -8,906	-48%	-$450K	0.02%	155
2022 Q3	$931K	Buy	+18,644	New	+$994K	0.06%	116
2019 Q4	–	Sell	-8,500	Closed	-$548K	–	312
2019 Q3	$548K	Buy	+8,500	New	+$545K	0.03%	214

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Tiedemann Advisors's HYD Position: Q1 2023 in Review

Tiedemann Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q1 2023, closing a stake of 9,738 shares — an estimated $492K sold.

Tiedemann Advisors first reported a position in HYD in Q3 2019 and held it in 3 quarters. The position peaked at $931K in Q3 2022. 284 funds tracked by Wall St. Rank hold HYD as of Q1 2023.

Tiedemann Advisors reported no remaining VanEck High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
Tiedemann Advisors sold 9,738 VanEck High Yield Muni ETF shares in Q1 2023, an estimated $492K.
Tiedemann Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2019 and held it in 3 quarters.
Tiedemann Advisors's VanEck High Yield Muni ETF position peaked at $931K in Q3 2022.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.