TPBG
HYD icon

Turning Point Benefit Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Turning Point Benefit Group’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
2026
Q1 		– Sell
-569
Closed -$29.1K – 413
2025
Q4 		$29.1K Sell
569
-20
-3% -$1.02K 0.02% 173
2025
Q3 		$29.9K Buy
+589
New +$29.3K 0.02% 166

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Turning Point Benefit Group's HYD Position: Q1 2026 in Review

Turning Point Benefit Group sold out of VanEck High Yield Muni ETF (HYD) in Q1 2026, closing a stake of 569 shares — an estimated $29.1K sold.

Turning Point Benefit Group first reported a position in HYD in Q3 2025 and held it in 2 quarters. The position peaked at $29.9K in Q3 2025. 346 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

  • Turning Point Benefit Group reported no remaining VanEck High Yield Muni ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 569 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $29.1K.
  • Turning Point Benefit Group first reported a position in VanEck High Yield Muni ETF in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's VanEck High Yield Muni ETF position peaked at $29.9K in Q3 2025.
  • 346 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.