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

TruWealth 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
2025 Q3	–	Sell	-86,127	Closed	-$4.32M	–	187
2025 Q2	$4.32M	Buy	86,127 +13,765	+19%	+$687K	0.24%	64
2025 Q1	$3.7M	Buy	72,362 +6,756	+10%	+$350K	0.22%	60
2024 Q4	$3.41M	Buy	65,606 +1,419	+2%	+$74.2K	0.21%	59
2024 Q3	$3.41M	Buy	64,187 +5,893	+10%	+$309K	0.21%	61
2024 Q2	$3.01M	Buy	58,294 +4,939	+9%	+$255K	0.2%	60
2024 Q1	$2.79M	Buy	53,355 +15,168	+40%	+$783K	0.19%	62
2023 Q4	$1.97M	Buy	38,187 +4,489	+13%	+$222K	0.15%	60
2023 Q3	$1.65M	Buy	33,698 +4,644	+16%	+$235K	0.14%	66
2023 Q2	$1.49M	Buy	29,054 +4,077	+16%	+$209K	0.13%	71
2023 Q1	$1.29M	Buy	24,977 +2,369	+10%	+$122K	0.12%	72
2022 Q4	$1.14M	Buy	+22,608	New	+$1.14M	0.11%	73

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

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 $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return