Advisor Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Advisor Group’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.16M	Sell	46,176 -141	-0.3%	-$3.55K	0.01%	1104
2019 Q3	$1.17M	Buy	46,317 +4,888	+12%	+$123K	0.01%	1052
2019 Q2	$1.04M	Buy	41,429 +24,263	+141%	+$602K	0.01%	1111
2019 Q1	$424K	Buy	17,166 +5,478	+47%	+$134K	﹤0.01%	1712
2018 Q4	$282K	Sell	11,688 -350	-3%	-$8.44K	﹤0.01%	1831
2018 Q3	$292K	Sell	12,038 -17,302	-59%	-$423K	﹤0.01%	1883
2018 Q2	$719K	Sell	29,340 -725	-2%	-$17.6K	0.01%	1070
2018 Q1	$728K	Buy	30,065 +28,410	+1,717%	+$687K	0.01%	1066
2017 Q4	$40K	Sell	1,655 -36	-2%	-$877	﹤0.01%	3239
2017 Q3	$41K	Buy	1,691 +619	+58%	+$15.1K	﹤0.01%	3082
2017 Q2	$26K	Sell	1,072 -21,000	-95%	-$508K	﹤0.01%	3332
2017 Q1	$530K	Buy	22,072 +514	+2%	+$12.3K	0.01%	1039
2016 Q4	$513K	Buy	21,558 +17,802	+474%	+$433K	0.01%	1006
2016 Q3	$95K	Hold	3,756	–	–	﹤0.01%	2040
2016 Q2	$95K	Buy	+3,756	New	+$94.7K	﹤0.01%	1963

Other funds holding SHYD

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Advisor Group's SHYD Position: Q4 2019 in Review

Advisor Group reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 0.3% in Q4 2019, selling an estimated $3.55K and leaving 46,176 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1104.

Advisor Group first reported a position in SHYD in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.17M in Q3 2019. 73 funds tracked by Wall St. Rank hold SHYD as of Q4 2019.

Advisor Group held 46,176 shares of VanEck Short High Yield Muni ETF worth $1.16M as of Q4 2019.
Advisor Group sold 141 VanEck Short High Yield Muni ETF shares in Q4 2019, an estimated $3.55K.
VanEck Short High Yield Muni ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1104 holding.
Advisor Group first reported a position in VanEck Short High Yield Muni ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's VanEck Short High Yield Muni ETF position peaked at $1.17M in Q3 2019.
73 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.