CLA (CliftonLarsonAllen) Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $866K | Buy |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $398K | Sell |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $1.09M | Sell |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $3.44M | Buy |
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $2.58M | Buy |
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|
2021
Q1 | $2.25M | Sell |
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|
2020
Q4 | $2.36M | Sell |
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|
2020
Q3 | $2.46M | Sell |
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|
2020
Q2 | $2.44M | Buy |
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|
2019
Q4 | $5.63M | Buy |
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|
2019
Q3 | $871K | Buy |
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