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

Tortoise 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
2025
Q4 		– Sell
-1,000
Closed -$50.9K – 774
2025
Q3 		$50.9K Sell
1,000
-1,080
-52% -$53.7K ﹤0.01% 390
2025
Q2 		$104K Sell
2,080
-14,175
-87% -$708K 0.01% 292
2025
Q1 		$832K Sell
16,255
-3,925
-19% -$203K 0.09% 121
2024
Q4 		$1.05M Hold
20,180
– – 0.11% 115
2024
Q3 		$1.07M Hold
20,180
– – 0.11% 113
2024
Q2 		$1.04M Sell
20,180
-490
-2% -$25.3K 0.12% 108
2024
Q1 		$1.08M Sell
20,670
-1,280
-6% -$66.1K 0.13% 106
2023
Q4 		$1.13M Sell
21,950
-13,570
-38% -$672K 0.15% 100
2023
Q3 		$1.74M Sell
35,520
-4,644
-12% -$235K 0.26% 77
2023
Q2 		$2.06M Sell
40,164
-12,190
-23% -$625K 0.31% 74
2023
Q1 		$2.71M Sell
52,354
-19,095
-27% -$986K 0.43% 58
2022
Q4 		$3.61M Sell
71,449
-10,786
-13% -$545K 0.63% 43
2022
Q3 		$4.11M Buy
82,235
+14,589
+22% +$778K 0.8% 36
2022
Q2 		$3.64M Buy
67,646
+32,134
+90% +$1.75M 0.71% 41
2022
Q1 		$2.04M Buy
35,512
+990
+3% +$59.2K 0.38% 59
2021
Q4 		$2.15M Sell
34,522
-1,075
-3% -$66.9K 0.4% 48
2021
Q3 		$2.22M Buy
35,597
+1,600
+5% +$102K 0.45% 47
2021
Q2 		$2.16M Hold
33,997
– – 0.45% 48
2021
Q1 		$2.11M Buy
33,997
+18,195
+115% +$1.13M 0.46% 43
2020
Q4 		$972K Sell
15,802
-110
-0.7% -$6.64K 0.22% 72
2020
Q3 		$952K Sell
15,912
-1,887
-11% -$113K 0.23% 74
2020
Q2 		$1.05M Sell
17,799
-17,607
-50% -$992K 0.27% 68
2020
Q1 		$1.85M Buy
35,406
+7,943
+29% +$489K 0.54% 45
2019
Q4 		$1.76M Buy
27,463
+1,145
+4% +$73.5K 0.41% 46
2019
Q3 		$1.7M Sell
26,318
-3,965
-13% -$254K 0.44% 46
2019
Q2 		$1.93M Buy
30,283
+5,855
+24% +$369K 0.49% 46
2019
Q1 		$1.53M Buy
24,428
+2,478
+11% +$153K 0.4% 47
2018
Q4 		$1.34M Sell
21,950
-10,788
-33% -$657K 0.36% 50
2018
Q3 		$2.04M Sell
32,738
-1,497
-4% -$93.9K 0.54% 42
2018
Q2 		$2.15M Buy
34,235
+1,640
+5% +$102K 0.59% 39
2018
Q1 		$2.02M Sell
32,595
-3,873
-11% -$240K 0.56% 39
2017
Q4 		$2.28M Buy
36,468
+7,418
+26% +$463K 0.65% 34
2017
Q3 		$1.82M Sell
29,050
-3,445
-11% -$214K 0.55% 35
2017
Q2 		$2.01M Sell
32,495
-2,138
-6% -$132K 0.65% 34
2017
Q1 		$2.12M Sell
34,633
-14,782
-30% -$891K 0.69% 30
2016
Q4 		$2.93M Buy
49,415
+41,280
+507% +$2.51M 1.01% 23
2016
Q3 		$525K Buy
8,135
+2,750
+51% +$178K 0.18% 67
2016
Q2 		$348K Buy
+5,385
New +$341K 0.12% 82
2016
Q1 		– Sell
-6,385
Closed -$394K – 413
2015
Q4 		$394K Buy
6,385
+145
+2% +$8.91K 0.14% 81
2015
Q3 		$382K Sell
6,240
-15,736
-72% -$951K 0.15% 82
2015
Q2 		$1.31M Buy
+21,976
New +$1.36M 0.49% 38

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tortoise Investment Management's HYD Position: Q4 2025 in Review

Tortoise Investment Management sold out of VanEck High Yield Muni ETF (HYD) in Q4 2025, closing a stake of 1,000 shares — an estimated $50.9K sold.

Tortoise Investment Management first reported a position in HYD in Q2 2015 and held it in 41 quarters. The position peaked at $4.11M in Q3 2022. 342 funds tracked by Wall St. Rank hold HYD as of Q4 2025.

  • Tortoise Investment Management reported no remaining VanEck High Yield Muni ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1,000 VanEck High Yield Muni ETF shares in Q4 2025, an estimated $50.9K.
  • Tortoise Investment Management first reported a position in VanEck High Yield Muni ETF in Q2 2015 and held it in 41 quarters.
  • Tortoise Investment Management's VanEck High Yield Muni ETF position peaked at $4.11M in Q3 2022.
  • 342 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.