Cascade Financial Partners’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Buy |
42,517
+380
| +0.9% | +$8.58K | 0.12% | 112 |
|
|
2025
Q1 | $948K | Hold |
42,137
| – | – | 0.12% | 106 |
|
|
2024
Q4 | $947K | Buy |
42,137
+2,300
| +6% | +$51.7K | 0.12% | 103 |
|
|
2024
Q3 | $907K | Hold |
39,837
| – | – | 0.11% | 103 |
|
|
2024
Q2 | $891K | Buy |
39,837
+1,900
| +5% | +$42.5K | 0.12% | 105 |
|
|
2024
Q1 | $840K | Buy |
+37,937
| New | +$840K | 0.12% | 108 |
|