Aspire Private Capital’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-542	Closed	-$12.3K	–	544
2024 Q3	$12.3K	Hold	542	–	–	﹤0.01%	359
2024 Q2	$12.1K	Buy	542 +231	+74%	+$5.14K	﹤0.01%	363
2024 Q1	$6.97K	Hold	311	–	–	﹤0.01%	440
2023 Q4	$6.88K	Hold	311	–	–	﹤0.01%	437
2023 Q3	$6.72K	Sell	311 -2	-0.6%	-$44	﹤0.01%	444
2023 Q2	$6.98K	Hold	313	–	–	﹤0.01%	416
2023 Q1	$6.98K	Buy	313 +1	+0.3%	+$22	﹤0.01%	405
2022 Q4	$6.95K	Buy	312 +2	+0.6%	+$44	﹤0.01%	397
2022 Q3	$7K	Buy	+310	New	+$7.02K	﹤0.01%	390

Other funds holding SHYD

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

Aspire Private Capital's SHYD Position: Q4 2024 in Review

Aspire Private Capital sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2024, closing a stake of 542 shares — an estimated $12.3K sold.

Aspire Private Capital first reported a position in SHYD in Q3 2022 and held it in 9 quarters. The position peaked at $12.3K in Q3 2024. 126 funds tracked by Wall St. Rank hold SHYD as of Q4 2024.

Aspire Private Capital reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 542 VanEck Short High Yield Muni ETF shares in Q4 2024, an estimated $12.3K.
Aspire Private Capital first reported a position in VanEck Short High Yield Muni ETF in Q3 2022 and held it in 9 quarters.
Aspire Private Capital's VanEck Short High Yield Muni ETF position peaked at $12.3K in Q3 2024.
126 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.