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

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