WFA of San Diego’s VanEck High Yield Muni ETF HYD Stock Holding History

WFA of San Diego’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	$2.76K	Hold	55	–	–	﹤0.01%	346
2025 Q4	$2.81K	Hold	55	–	–	﹤0.01%	356
2025 Q3	$2.8K	Sell	55 -95	-63%	-$4.73K	﹤0.01%	372
2025 Q2	$7.53K	Buy	+150	New	+$7.49K	0.01%	339
2024 Q3	$4.14K	Hold	78	–	–	﹤0.01%	323
2024 Q2	$4.03K	Buy	+78	New	+$4.03K	﹤0.01%	329
2023 Q3	$4.56K	Hold	93	–	–	﹤0.01%	315
2023 Q2	$4.78K	Buy	+93	New	+$4.76K	﹤0.01%	313
2023 Q1	–	Sell	-141	Closed	-$7.13K	–	211
2022 Q4	$7.13K	Buy	+141	New	+$7.13K	0.01%	382
2022 Q3	–	Sell	-141	Closed	-$8K	–	206
2022 Q2	$8K	Buy	+141	New	+$7.7K	0.01%	290

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WFA of San Diego's HYD Position: Q1 2026 in Review

WFA of San Diego held its VanEck High Yield Muni ETF (HYD) position steady in Q1 2026 at 55 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

WFA of San Diego first reported a position in HYD in Q2 2022 and has held it in 10 quarters since. The position peaked at $8K in Q2 2022. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

WFA of San Diego held 55 shares of VanEck High Yield Muni ETF worth $2.76K as of Q1 2026.
WFA of San Diego left its VanEck High Yield Muni ETF share count unchanged in Q1 2026.
VanEck High Yield Muni ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #346 holding.
WFA of San Diego first reported a position in VanEck High Yield Muni ETF in Q2 2022 and has held it in 10 quarters since.
WFA of San Diego's VanEck High Yield Muni ETF position peaked at $8K in Q2 2022.
344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.