Zions Bancorporation’s VanEck High Yield Muni ETF HYD Stock Holding History

Zions Bancorporation’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
2024 Q4	$1.02M	Buy	+19,687	New	+$1.03M	0.06%	223
2024 Q1	–	Sell	-603,825	Closed	-$31.2M	–	912
2023 Q4	$31.2M	Buy	603,825 +597,789	+9,904%	+$29.6M	2.14%	8
2023 Q3	$296K	Sell	6,036 -2,148	-26%	-$109K	0.03%	278
2023 Q2	$420K	Sell	8,184 -9,700	-54%	-$497K	0.04%	260
2023 Q1	$925K	Sell	17,884 -839,088	-98%	-$43.3M	0.08%	199
2022 Q4	$43.3M	Buy	856,972 +754,171	+734%	+$38.1M	3.42%	7
2022 Q3	$5.13M	Buy	102,801 +23,230	+29%	+$1.24M	0.54%	21
2022 Q2	$4.29M	Buy	+79,571	New	+$4.34M	0.43%	35
2022 Q1	–	Sell	-102,134	Closed	-$6.38M	–	1152
2021 Q4	$6.38M	Buy	+102,134	New	+$6.36M	0.56%	13
2020 Q1	–	Sell	-6,735	Closed	-$431K	–	940
2019 Q4	$431K	Hold	6,735	–	–	0.06%	121
2019 Q3	$434K	Hold	6,735	–	–	0.06%	125
2019 Q2	$430K	Hold	6,735	–	–	0.06%	117
2019 Q1	$423K	Buy	+6,735	New	+$415K	0.07%	119
2017 Q2	–	Sell	-4,729	Closed	-$289K	–	698
2017 Q1	$289K	Hold	4,729	–	–	0.05%	103
2016 Q4	$281K	Buy	4,729 +2,100	+80%	+$128K	0.05%	102
2016 Q3	$170K	Hold	2,629	–	–	0.03%	125
2016 Q2	$170K	Hold	2,629	–	–	0.03%	122
2016 Q1	$165K	Hold	2,629	–	–	0.03%	128
2015 Q4	$162K	Hold	2,629	–	–	0.03%	124
2015 Q3	$161K	Sell	2,629 -2,628	-50%	-$159K	0.03%	109
2015 Q2	$314K	Buy	+5,257	New	+$324K	0.05%	122

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Zions Bancorporation's HYD Position: Q4 2024 in Review

Zions Bancorporation opened a new position in VanEck High Yield Muni ETF (HYD) in Q4 2024: 19,687 shares worth $1.02M. The stake represents 0.06% of the portfolio and ranks #223 among its holdings. This is a return to the name: Zions Bancorporation previously reported a position in HYD as recently as Q4 2023.

Zions Bancorporation first reported a position in HYD in Q2 2015 and has held it in 21 quarters since. The position peaked at $43.3M in Q4 2022. 341 funds tracked by Wall St. Rank hold HYD as of Q4 2024.

Zions Bancorporation held 19,687 shares of VanEck High Yield Muni ETF worth $1.02M as of Q4 2024.
VanEck High Yield Muni ETF was a new Zions Bancorporation position in Q4 2024.
VanEck High Yield Muni ETF made up 0.06% of Zions Bancorporation's portfolio in Q4 2024, its #223 holding.
Zions Bancorporation first reported a position in VanEck High Yield Muni ETF in Q2 2015 and has held it in 21 quarters since.
Zions Bancorporation's VanEck High Yield Muni ETF position peaked at $43.3M in Q4 2022.
341 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.