Concurrent Investment Advisors’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 | $613K | Sell |
27,154
-4,675
| -15% | -$106K | 0.01% | 768 |
|
|
2025
Q1 | $716K | Buy |
31,829
+900
| +3% | +$20.2K | 0.02% | 635 |
|
|
2024
Q4 | $695K | Buy |
30,929
+690
| +2% | +$15.5K | 0.02% | 573 |
|
|
2024
Q3 | $687K | Buy |
30,239
+2,878
| +11% | +$65.4K | 0.02% | 544 |
|
|
2024
Q2 | $612K | Buy |
27,361
+1,160
| +4% | +$25.9K | 0.02% | 531 |
|
|
2024
Q1 | $587K | Hold |
26,201
| – | – | 0.02% | 496 |
|
|
2023
Q4 | $580K | Buy |
+26,201
| New | +$580K | 0.03% | 463 |
|