Willis Johnson & Associates’s VanEck High Yield Muni ETF HYD Stock Holding History

Willis Johnson & Associates’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 Q2	$663K	Sell	12,866 -72	-0.6%	-$3.68K	0.04%	75
2026 Q1	$649K	Sell	12,938 -1,943	-13%	-$99K	0.04%	95
2025 Q4	$761K	Buy	14,881 +2,071	+16%	+$106K	0.05%	88
2025 Q3	$652K	Buy	12,810 +247	+2%	+$12.3K	0.04%	91
2025 Q2	$631K	Buy	+12,563	New	+$627K	0.04%	87
2024 Q1	–	Sell	-4,569	Closed	-$236K	–	161
2023 Q4	$236K	Sell	4,569 -62,314	-93%	-$3.09M	0.02%	121
2023 Q3	$3.28M	Buy	66,883 +12,409	+23%	+$628K	0.34%	39
2023 Q2	$2.8M	Sell	54,474 -22,240	-29%	-$1.14M	0.3%	41
2023 Q1	$3.97M	Buy	76,714 +276	+0.4%	+$14.3K	0.47%	33
2022 Q4	$3.86M	Buy	76,438 +22,262	+41%	+$1.12M	0.5%	31
2022 Q3	$2.71M	Sell	54,176 -11,451	-17%	-$611K	0.39%	38
2022 Q2	$3.53M	Buy	65,627 +1,765	+3%	+$96.3K	0.49%	32
2022 Q1	$3.67M	Sell	63,862 -6,139	-9%	-$367K	0.48%	31
2021 Q4	$4.37M	Buy	70,001 +1,787	+3%	+$111K	0.56%	29
2021 Q3	$4.26M	Buy	68,214 +7,229	+12%	+$459K	0.59%	30
2021 Q2	$3.88M	Buy	60,985 +773	+1%	+$48.6K	0.55%	28
2021 Q1	$3.74M	Buy	60,212 +4,829	+9%	+$300K	0.57%	28
2020 Q4	$3.41M	Buy	+55,383	New	+$3.34M	0.57%	28

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

Willis Johnson & Associates's HYD Position: Q2 2026 in Review

Willis Johnson & Associates reduced its VanEck High Yield Muni ETF (HYD) stake by 0.56% in Q2 2026, selling an estimated $3.68K and leaving 12,866 shares worth $663K. The position accounts for 0.04% of the portfolio, ranked #75.

Willis Johnson & Associates first reported a position in HYD in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.37M in Q4 2021. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Willis Johnson & Associates held 12,866 shares of VanEck High Yield Muni ETF worth $663K as of Q2 2026.
Willis Johnson & Associates sold 72 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $3.68K.
VanEck High Yield Muni ETF made up 0.04% of Willis Johnson & Associates's portfolio in Q2 2026, its #75 holding.
Willis Johnson & Associates first reported a position in VanEck High Yield Muni ETF in Q4 2020 and has held it in 18 quarters since.
Willis Johnson & Associates's VanEck High Yield Muni ETF position peaked at $4.37M in Q4 2021.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.