Concourse Financial Group Securities’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-1,300	Closed	-$29.5K	–	1713
2024 Q4	$29.5K	Buy	+1,300	New	+$29.5K	﹤0.01%	1415
2023 Q2	–	Sell	-117	Closed	-$2.6K	–	2443
2023 Q1	$2.61K	Sell	117 -440	-79%	-$9.85K	﹤0.01%	2008
2022 Q4	$12.4K	Sell	557 -34	-6%	-$748	﹤0.01%	1585
2022 Q3	$13K	Sell	591 -35	-6%	-$793	﹤0.01%	1425
2022 Q2	$14K	Buy	626 +334	+114%	+$7.56K	﹤0.01%	1568
2022 Q1	$7K	Sell	292 -47	-14%	-$1.14K	﹤0.01%	1796
2021 Q4	$9K	Hold	339	–	–	﹤0.01%	1894
2021 Q3	$9K	Buy	339 +8	+2%	+$204	﹤0.01%	1925
2021 Q2	$8K	Hold	331	–	–	﹤0.01%	1946
2021 Q1	$8K	Buy	331 +106	+47%	+$2.66K	﹤0.01%	1837
2020 Q4	$6K	Hold	225	–	–	﹤0.01%	1880
2020 Q3	$5K	Hold	225	–	–	﹤0.01%	1807
2020 Q2	$5K	Buy	225 +7	+3%	+$159	﹤0.01%	1702
2020 Q1	$5K	Sell	218 -201	-48%	-$4.92K	﹤0.01%	1679
2019 Q4	$11K	Buy	+419	New	+$10.5K	﹤0.01%	1419

Other funds holding SHYD

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

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

Concourse Financial Group Securities's SHYD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2025, closing a stake of 1,300 shares — an estimated $29.5K sold.

Concourse Financial Group Securities first reported a position in SHYD in Q4 2019 and held it in 15 quarters. The position peaked at $29.5K in Q4 2024. 122 funds tracked by Wall St. Rank hold SHYD as of Q1 2025.

Concourse Financial Group Securities reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 1,300 VanEck Short High Yield Muni ETF shares in Q1 2025, an estimated $29.5K.
Concourse Financial Group Securities first reported a position in VanEck Short High Yield Muni ETF in Q4 2019 and held it in 15 quarters.
Concourse Financial Group Securities's VanEck Short High Yield Muni ETF position peaked at $29.5K in Q4 2024.
122 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.