Csenge Advisory Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Csenge Advisory 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 Q3	–	Sell	-12,478	Closed	-$278K	–	691
2023 Q2	$278K	Buy	12,478 +59	+0.5%	+$1.31K	0.02%	521
2023 Q1	$277K	Buy	12,419 +301	+2%	+$6.74K	0.02%	487
2022 Q4	$270K	Sell	12,118 -677	-5%	-$14.9K	0.02%	489
2022 Q3	$279K	Buy	12,795 +191	+2%	+$4.33K	0.02%	484
2022 Q2	$283K	Sell	12,604 -1,248	-9%	-$28.2K	0.02%	462
2022 Q1	$322K	Buy	13,852 +3,554	+35%	+$85.9K	0.03%	488
2021 Q4	$262K	Sell	10,298 -2,947	-22%	-$73.8K	0.02%	475
2021 Q3	$332K	Buy	13,245 +2,947	+29%	+$75K	0.03%	448
2021 Q2	$262K	Buy	10,298 +2,118	+26%	+$53.4K	0.02%	477
2021 Q1	$205K	Buy	+8,180	New	+$205K	0.02%	469
2018 Q4	–	Sell	-236	Closed	-$5K	–	1261
2018 Q3	$5K	Buy	+236	New	+$5.77K	﹤0.01%	624

Other funds holding SHYD

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Csenge Advisory Group's SHYD Position: Q3 2023 in Review

Csenge Advisory Group sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2023, closing a stake of 12,478 shares — an estimated $278K sold.

Csenge Advisory Group first reported a position in SHYD in Q3 2018 and held it in 11 quarters. The position peaked at $332K in Q3 2021. 110 funds tracked by Wall St. Rank hold SHYD as of Q3 2023.

Csenge Advisory Group reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2023 after selling out during the quarter.
Csenge Advisory Group sold 12,478 VanEck Short High Yield Muni ETF shares in Q3 2023, an estimated $278K.
Csenge Advisory Group first reported a position in VanEck Short High Yield Muni ETF in Q3 2018 and held it in 11 quarters.
Csenge Advisory Group's VanEck Short High Yield Muni ETF position peaked at $332K in Q3 2021.
110 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2023.

Based on Csenge Advisory Group's 13F filing for Q3 2023, filed 1 Nov 2023.