BWM
BCS Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
11,383
| – | – | 0.06% | 220 |
|
|
2025
Q1 | $256K | Hold |
11,383
| – | – | 0.07% | 214 |
|
|
2024
Q4 | $256K | Buy |
11,383
+1,548
| +16% | +$34.8K | 0.06% | 215 |
|
|
2024
Q3 | $223K | Buy |
+9,835
| New | +$223K | 0.09% | 152 |
|
|
2024
Q1 | – | Sell |
-9,416
| Closed | -$208K | – | 238 |
|
|
2023
Q4 | $208K | Buy |
+9,416
| New | +$208K | 0.08% | 214 |
|
|
2023
Q2 | – | Sell |
-9,555
| Closed | -$213K | – | 163 |
|
|
2023
Q1 | $213K | Hold |
9,555
| – | – | 0.1% | 149 |
|
|
2022
Q4 | $213K | Sell |
9,555
-1,195
| -11% | -$26.6K | 0.09% | 179 |
|
|
2022
Q3 | $234K | Buy |
10,750
+79
| +0.7% | +$1.72K | 0.11% | 157 |
|
|
2022
Q2 | $240K | Hold |
10,671
| – | – | 0.11% | 156 |
|
|
2022
Q1 | $248K | Sell |
10,671
-1,582
| -13% | -$36.8K | 0.1% | 164 |
|
|
2021
Q4 | $308K | Buy |
12,253
+2,190
| +22% | +$55K | 0.11% | 156 |
|
|
2021
Q3 | $253K | Buy |
+10,063
| New | +$253K | 0.11% | 149 |
|