Cary Street Partners Investment Advisory’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-240	Closed	-$5.19K	–	1617
2023 Q3	$5.19K	Hold	240	–	–	﹤0.01%	1464
2023 Q2	$5.35K	Hold	240	–	–	﹤0.01%	1394
2023 Q1	$5.35K	Hold	240	–	–	﹤0.01%	1306
2022 Q4	$5.34K	Buy	+240	New	+$5.28K	﹤0.01%	1316
2022 Q3	–	Sell	-7,285	Closed	-$164K	–	558
2022 Q2	$164K	Buy	+7,285	New	+$165K	0.01%	451

Other funds holding SHYD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cary Street Partners Investment Advisory's SHYD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2023, closing a stake of 240 shares — an estimated $5.19K sold.

Cary Street Partners Investment Advisory first reported a position in SHYD in Q2 2022 and held it in 5 quarters. The position peaked at $164K in Q2 2022. 120 funds tracked by Wall St. Rank hold SHYD as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 240 VanEck Short High Yield Muni ETF shares in Q4 2023, an estimated $5.19K.
Cary Street Partners Investment Advisory first reported a position in VanEck Short High Yield Muni ETF in Q2 2022 and held it in 5 quarters.
Cary Street Partners Investment Advisory's VanEck Short High Yield Muni ETF position peaked at $164K in Q2 2022.
120 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.