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

Creative Planning’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	-30,182	Closed	-$653K	–	3054
2023 Q3	$653K	Sell	30,182 -33,990	-53%	-$750K	﹤0.01%	1388
2023 Q2	$1.43M	Buy	64,172 +7,444	+13%	+$166K	﹤0.01%	961
2023 Q1	$1.26M	Sell	56,728 -7,444	-12%	-$167K	﹤0.01%	962
2022 Q4	$1.43M	Buy	64,172 +31,410	+96%	+$691K	﹤0.01%	868
2022 Q3	$713K	Buy	32,762 +11,618	+55%	+$263K	﹤0.01%	1126
2022 Q2	$475K	Sell	21,144 -3,160	-13%	-$71.5K	﹤0.01%	1351
2022 Q1	$565K	Hold	24,304	–	–	﹤0.01%	1260
2021 Q4	$611K	Sell	24,304 -3,616	-13%	-$90.5K	﹤0.01%	1199
2021 Q3	$701K	Buy	27,920 +7,920	+40%	+$202K	﹤0.01%	1125
2021 Q2	$509K	Buy	+20,000	New	+$504K	﹤0.01%	1273
2017 Q3	–	Sell	-4,150	Closed	-$101K	–	3405
2017 Q2	$101K	Buy	+4,150	New	+$100K	﹤0.01%	1989

Other funds holding SHYD

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's SHYD Position: Q4 2023 in Review

Creative Planning sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2023, closing a stake of 30,182 shares — an estimated $653K sold.

Creative Planning first reported a position in SHYD in Q2 2017 and held it in 11 quarters. The position peaked at $1.43M in Q2 2023. 120 funds tracked by Wall St. Rank hold SHYD as of Q4 2023.

Creative Planning reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 30,182 VanEck Short High Yield Muni ETF shares in Q4 2023, an estimated $653K.
Creative Planning first reported a position in VanEck Short High Yield Muni ETF in Q2 2017 and held it in 11 quarters.
Creative Planning's VanEck Short High Yield Muni ETF position peaked at $1.43M in Q2 2023.
120 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.