TA
TruWealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Buy |
86,127
+13,765
| +19% | +$691K | 0.24% | 64 |
|
|
2025
Q1 | $3.7M | Buy |
72,362
+6,756
| +10% | +$346K | 0.22% | 60 |
|
|
2024
Q4 | $3.41M | Buy |
65,606
+1,419
| +2% | +$73.7K | 0.21% | 59 |
|
|
2024
Q3 | $3.41M | Buy |
64,187
+5,893
| +10% | +$313K | 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% | +$793K | 0.19% | 62 |
|
|
2023
Q4 | $1.97M | Buy |
38,187
+4,489
| +13% | +$232K | 0.15% | 60 |
|
|
2023
Q3 | $1.65M | Buy |
33,698
+4,644
| +16% | +$228K | 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% | +$123K | 0.12% | 72 |
|
|
2022
Q4 | $1.14M | Buy |
+22,608
| New | +$1.14M | 0.11% | 73 |
|