Tru Independence Asset Management 2’s VanEck High Yield Muni ETF HYD Stock Holding History

Tru Independence Asset Management 2’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
2022 Q1	–	Sell	-7,012	Closed	-$438K	–	115
2021 Q4	$438K	Sell	7,012 -1,129	-14%	-$70.3K	0.23%	76
2021 Q3	$509K	Buy	8,141 +1,427	+21%	+$90.5K	0.36%	52
2021 Q2	$427K	Buy	+6,714	New	+$422K	0.29%	74
2021 Q1	–	Sell	-2,045	Closed	-$126K	–	229
2020 Q4	$126K	Buy	+2,045	New	+$123K	0.11%	112

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DADC

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

Tru Independence Asset Management 2's HYD Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of VanEck High Yield Muni ETF (HYD) in Q1 2022, closing a stake of 7,012 shares — an estimated $438K sold.

Tru Independence Asset Management 2 first reported a position in HYD in Q4 2020 and held it in 4 quarters. The position peaked at $509K in Q3 2021. 294 funds tracked by Wall St. Rank hold HYD as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining VanEck High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 7,012 VanEck High Yield Muni ETF shares in Q1 2022, an estimated $438K.
Tru Independence Asset Management 2 first reported a position in VanEck High Yield Muni ETF in Q4 2020 and held it in 4 quarters.
Tru Independence Asset Management 2's VanEck High Yield Muni ETF position peaked at $509K in Q3 2021.
294 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.