Creative Planning’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
2023
Q4
Sell
-30,182
Closed -$653K 2974
2023
Q3
$653K Sell
30,182
-33,990
-53% -$735K ﹤0.01% 1385
2023
Q2
$1.43M Buy
64,172
+7,444
+13% +$166K ﹤0.01% 958
2023
Q1
$1.26M Sell
56,728
-7,444
-12% -$166K ﹤0.01% 959
2022
Q4
$1.43M Buy
64,172
+31,410
+96% +$700K ﹤0.01% 866
2022
Q3
$713K Buy
32,762
+11,618
+55% +$253K ﹤0.01% 1120
2022
Q2
$475K Sell
21,144
-3,160
-13% -$71K ﹤0.01% 1345
2022
Q1
$565K Hold
24,304
﹤0.01% 1258
2021
Q4
$611K Sell
24,304
-3,616
-13% -$90.9K ﹤0.01% 1199
2021
Q3
$701K Buy
27,920
+7,920
+40% +$199K ﹤0.01% 1125
2021
Q2
$509K Buy
+20,000
New +$509K ﹤0.01% 1272
2017
Q3
Sell
-4,150
Closed -$101K 3310
2017
Q2
$101K Buy
+4,150
New +$101K ﹤0.01% 1976