WBH Advisory’s VanEck High Yield Muni ETF HYD Stock Holding History

WBH Advisory’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	-6,356	Closed	-$319K	–	348
2025 Q2	$319K	Buy	6,356 +1,248	+24%	+$62.3K	0.03%	282
2025 Q1	$261K	Sell	5,108 -3,217	-39%	-$167K	0.02%	287
2024 Q4	$432K	Buy	8,325 +1,140	+16%	+$59.6K	0.04%	223
2024 Q3	$381K	Buy	7,185 +1,358	+23%	+$71.1K	0.04%	240
2024 Q2	$301K	Buy	5,827 +429	+8%	+$22.1K	0.03%	258
2024 Q1	$282K	Sell	5,398 -301	-5%	-$15.5K	0.03%	269
2023 Q4	$294K	Sell	5,699 -7,797	-58%	-$386K	0.03%	260
2023 Q3	$662K	Buy	13,496 +5,636	+72%	+$285K	0.08%	174
2023 Q2	$404K	Sell	7,860 -723	-8%	-$37K	0.05%	224
2023 Q1	$444K	Buy	+8,583	New	+$443K	0.06%	215
2022 Q2	–	Sell	-6,093	Closed	-$336K	–	308
2022 Q1	$336K	Sell	6,093 -3,087	-34%	-$185K	0.04%	246
2021 Q4	$573K	Buy	+9,180	New	+$571K	0.07%	208

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

WBH Advisory's HYD Position: Q3 2025 in Review

WBH Advisory sold out of VanEck High Yield Muni ETF (HYD) in Q3 2025, closing a stake of 6,356 shares — an estimated $319K sold.

WBH Advisory first reported a position in HYD in Q4 2021 and held it in 12 quarters. The position peaked at $662K in Q3 2023. 335 funds tracked by Wall St. Rank hold HYD as of Q3 2025.

WBH Advisory reported no remaining VanEck High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
WBH Advisory sold 6,356 VanEck High Yield Muni ETF shares in Q3 2025, an estimated $319K.
WBH Advisory first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 12 quarters.
WBH Advisory's VanEck High Yield Muni ETF position peaked at $662K in Q3 2023.
335 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2025.

Based on WBH Advisory's 13F filing for Q3 2025, filed 30 Oct 2025.