American Portfolios Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

American Portfolios Advisors’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
2022 Q3	$270K	Buy	12,409 +60	+0.5%	+$1.36K	0.01%	899
2022 Q2	$277K	Buy	12,349 +59	+0.5%	+$1.33K	0.01%	902
2022 Q1	$286K	Buy	12,290 +6,596	+116%	+$160K	0.01%	999
2021 Q4	$143K	Buy	5,694 +2,027	+55%	+$50.8K	﹤0.01%	1329
2021 Q3	$92K	Buy	3,667 +3,012	+460%	+$76.6K	﹤0.01%	1495
2021 Q2	$16.7K	Hold	655	–	–	﹤0.01%	2290
2021 Q1	$16.4K	Sell	655 -255	-28%	-$6.39K	﹤0.01%	2164
2020 Q4	$22.6K	Hold	910	–	–	﹤0.01%	1760
2020 Q3	$22.2K	Hold	910	–	–	﹤0.01%	1656
2020 Q2	$21.7K	Sell	910 -6,300	-87%	-$143K	﹤0.01%	1610
2020 Q1	$162K	Buy	7,210 +4,255	+144%	+$104K	0.01%	717
2019 Q4	$74.5K	Hold	2,955	–	–	0.01%	1195
2019 Q3	$74.4K	Hold	2,955	–	–	0.01%	1130
2019 Q2	$74K	Hold	2,955	–	–	0.01%	1113
2019 Q1	$73K	Buy	2,955 +305	+12%	+$7.45K	0.01%	1025
2018 Q4	$64.1K	Sell	2,650 -2,910	-52%	-$70.1K	0.01%	916
2018 Q3	$135K	Sell	5,560 -1,225	-18%	-$30K	0.02%	722
2018 Q2	$166K	Hold	6,785	–	–	0.02%	623
2018 Q1	$164K	Hold	6,785	–	–	0.02%	588
2017 Q4	$164K	Buy	+6,785	New	+$165K	0.03%	574

Other funds holding SHYD

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Portfolios Advisors's SHYD Position: Q3 2022 in Review

American Portfolios Advisors increased its VanEck Short High Yield Muni ETF (SHYD) stake by 0.49% in Q3 2022, buying an estimated $1.36K and bringing the position to 12,409 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #899.

American Portfolios Advisors first reported a position in SHYD in Q4 2017 and has held it in 20 quarters since. The position peaked at $286K in Q1 2022. 102 funds tracked by Wall St. Rank hold SHYD as of Q3 2022.

American Portfolios Advisors held 12,409 shares of VanEck Short High Yield Muni ETF worth $270K as of Q3 2022.
American Portfolios Advisors bought 60 VanEck Short High Yield Muni ETF shares in Q3 2022, an estimated $1.36K.
VanEck Short High Yield Muni ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #899 holding.
American Portfolios Advisors first reported a position in VanEck Short High Yield Muni ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's VanEck Short High Yield Muni ETF position peaked at $286K in Q1 2022.
102 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.