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Aspiriant LLC’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Aspiriant LLC’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
2020
Q4 		– Sell
-8,460
Closed -$206K – 222
2020
Q3 		$206K Hold
8,460
– – 0.02% 208
2020
Q2 		$202K Buy
+8,460
New +$192K 0.02% 175

Other funds holding SHYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

Aspiriant LLC's SHYD Position: Q4 2020 in Review

Aspiriant LLC sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2020, closing a stake of 8,460 shares — an estimated $206K sold.

Aspiriant LLC first reported a position in SHYD in Q2 2020 and held it in 2 quarters. The position peaked at $206K in Q3 2020. 75 funds tracked by Wall St. Rank hold SHYD as of Q4 2020.

  • Aspiriant LLC reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2020 after selling out during the quarter.
  • Aspiriant LLC sold 8,460 VanEck Short High Yield Muni ETF shares in Q4 2020, an estimated $206K.
  • Aspiriant LLC first reported a position in VanEck Short High Yield Muni ETF in Q2 2020 and held it in 2 quarters.
  • Aspiriant LLC's VanEck Short High Yield Muni ETF position peaked at $206K in Q3 2020.
  • 75 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2020.

Based on Aspiriant LLC's 13F filing for Q4 2020, filed 1 Feb 2021.