Creative Financial Designs’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Creative Financial Designs’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
2024 Q4	–	Sell	-1,843	Closed	-$41.9K	–	1838
2024 Q3	$41.9K	Hold	1,843	–	–	﹤0.01%	830
2024 Q2	$41.2K	Hold	1,843	–	–	﹤0.01%	797
2024 Q1	$41.3K	Hold	1,843	–	–	﹤0.01%	773
2023 Q4	$40.8K	Hold	1,843	–	–	﹤0.01%	737
2023 Q3	$39.8K	Hold	1,843	–	–	﹤0.01%	684
2023 Q2	$41.1K	Buy	1,843 +1,638	+799%	+$36.4K	﹤0.01%	680
2023 Q1	$4.57K	Hold	205	–	–	﹤0.01%	1135
2022 Q4	$4.57K	Hold	205	–	–	﹤0.01%	1051
2022 Q3	$4K	Buy	+205	New	+$4.64K	﹤0.01%	1089

Other funds holding SHYD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

FFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Financial Designs's SHYD Position: Q4 2024 in Review

Creative Financial Designs sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2024, closing a stake of 1,843 shares — an estimated $41.9K sold.

Creative Financial Designs first reported a position in SHYD in Q3 2022 and held it in 9 quarters. The position peaked at $41.9K in Q3 2024. 126 funds tracked by Wall St. Rank hold SHYD as of Q4 2024.

Creative Financial Designs reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2024 after selling out during the quarter.
Creative Financial Designs sold 1,843 VanEck Short High Yield Muni ETF shares in Q4 2024, an estimated $41.9K.
Creative Financial Designs first reported a position in VanEck Short High Yield Muni ETF in Q3 2022 and held it in 9 quarters.
Creative Financial Designs's VanEck Short High Yield Muni ETF position peaked at $41.9K in Q3 2024.
126 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.