Benjamin F. Edwards & Company’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Benjamin F. Edwards & Company’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 Q2	–	Sell	-2,002	Closed	-$45K	–	2229
2024 Q1	$45K	Sell	2,002 -10	-0.5%	-$222	﹤0.01%	1335
2023 Q4	$45K	Sell	2,012 -954	-32%	-$20.7K	﹤0.01%	1281
2023 Q3	$64K	Sell	2,966 -969	-25%	-$21.4K	﹤0.01%	1020
2023 Q2	$88K	Buy	3,935 +13	+0.3%	+$289	﹤0.01%	936
2023 Q1	$87K	Buy	+3,922	New	+$87.8K	﹤0.01%	951
2022 Q4	–	Sell	-2,674	Closed	-$58K	–	1904
2022 Q3	$58K	Sell	2,674 -22	-0.8%	-$498	﹤0.01%	1018
2022 Q2	$61K	Hold	2,696	–	–	﹤0.01%	993
2022 Q1	$63K	Buy	+2,696	New	+$65.2K	﹤0.01%	965
2020 Q2	–	Sell	-600	Closed	-$14K	–	1780
2020 Q1	$14K	Sell	600 -1,199	-67%	-$29.3K	﹤0.01%	1177
2019 Q4	$45K	Hold	1,799	–	–	﹤0.01%	1000
2019 Q3	$45K	Buy	1,799 +393	+28%	+$9.89K	﹤0.01%	961
2019 Q2	$35K	Buy	1,406 +92	+7%	+$2.28K	﹤0.01%	1007
2019 Q1	$32K	Hold	1,314	–	–	﹤0.01%	998
2018 Q4	$32K	Buy	+1,314	New	+$31.7K	﹤0.01%	960

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

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

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

DWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

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

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

Benjamin F. Edwards & Company's SHYD Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2024, closing a stake of 2,002 shares — an estimated $45K sold.

Benjamin F. Edwards & Company first reported a position in SHYD in Q4 2018 and held it in 14 quarters. The position peaked at $88K in Q2 2023. 113 funds tracked by Wall St. Rank hold SHYD as of Q2 2024.

Benjamin F. Edwards & Company reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 2,002 VanEck Short High Yield Muni ETF shares in Q2 2024, an estimated $45K.
Benjamin F. Edwards & Company first reported a position in VanEck Short High Yield Muni ETF in Q4 2018 and held it in 14 quarters.
Benjamin F. Edwards & Company's VanEck Short High Yield Muni ETF position peaked at $88K in Q2 2023.
113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.