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Cornerstone Planning Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Cornerstone Planning Group’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
-414
Closed -$8.95K – 1013
2023
Q3 		$8.95K Hold
414
– – ﹤0.01% 449
2023
Q2 		$9.23K Buy
+414
New +$9.21K ﹤0.01% 698
2022
Q4 		$9.4K Buy
+414
New +$9.11K ﹤0.01% 669

Other funds holding SHYD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cornerstone Planning Group's SHYD Position: Q4 2023 in Review

Cornerstone Planning Group sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2023, closing a stake of 414 shares — an estimated $8.95K sold.

Cornerstone Planning Group first reported a position in SHYD in Q4 2022 and held it in 3 quarters. The position peaked at $9.4K in Q4 2022. 120 funds tracked by Wall St. Rank hold SHYD as of Q4 2023.

  • Cornerstone Planning Group reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 414 VanEck Short High Yield Muni ETF shares in Q4 2023, an estimated $8.95K.
  • Cornerstone Planning Group first reported a position in VanEck Short High Yield Muni ETF in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's VanEck Short High Yield Muni ETF position peaked at $9.4K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.