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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

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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
AssetMark Inc
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