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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TruWealth Advisors's HYD Position: Q3 2025 in Review

TruWealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2025, closing a stake of 86,127 shares — an estimated $4.32M sold.

TruWealth Advisors first reported a position in HYD in Q4 2022 and held it in 11 quarters. The position peaked at $4.32M in Q2 2025. 335 funds tracked by Wall St. Rank hold HYD as of Q3 2025.

TruWealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
TruWealth Advisors sold 86,127 VanEck High Yield Muni ETF shares in Q3 2025, an estimated $4.32M.
TruWealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2022 and held it in 11 quarters.
TruWealth Advisors's VanEck High Yield Muni ETF position peaked at $4.32M in Q2 2025.
335 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2025.

Based on TruWealth Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.