WealthShield Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

WealthShield Partners’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
2023 Q4	–	Sell	-22,412	Closed	-$1.1M	–	488
2023 Q3	$1.1M	Buy	+22,412	New	+$1.13M	0.17%	138
2022 Q3	–	Sell	-3,747	Closed	-$202K	–	300
2022 Q2	$202K	Buy	3,747 +19	+0.5%	+$1.04K	0.04%	282
2022 Q1	$214K	Sell	3,728 -4,361	-54%	-$261K	0.03%	309
2021 Q4	$505K	Buy	+8,089	New	+$503K	0.08%	189
2019 Q3	–	Sell	-662	Closed	-$42K	–	266
2019 Q2	$42K	Hold	662	–	–	0.02%	180
2019 Q1	$42K	Hold	662	–	–	0.02%	197
2018 Q4	$41K	Buy	+662	New	+$40.3K	0.03%	167
2018 Q3	–	Sell	-663	Closed	-$42K	–	266
2018 Q2	$42K	Hold	663	–	–	0.03%	162
2018 Q1	$41K	Buy	+663	New	+$41.1K	0.03%	156

Other funds holding HYD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

WealthShield Partners's HYD Position: Q4 2023 in Review

WealthShield Partners sold out of VanEck High Yield Muni ETF (HYD) in Q4 2023, closing a stake of 22,412 shares — an estimated $1.1M sold.

WealthShield Partners first reported a position in HYD in Q1 2018 and held it in 9 quarters. The position peaked at $1.1M in Q3 2023. 319 funds tracked by Wall St. Rank hold HYD as of Q4 2023.

WealthShield Partners reported no remaining VanEck High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
WealthShield Partners sold 22,412 VanEck High Yield Muni ETF shares in Q4 2023, an estimated $1.1M.
WealthShield Partners first reported a position in VanEck High Yield Muni ETF in Q1 2018 and held it in 9 quarters.
WealthShield Partners's VanEck High Yield Muni ETF position peaked at $1.1M in Q3 2023.
319 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.