Darwin Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Darwin Wealth Management’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
2020 Q2	–	Sell	-1,120	Closed	-$25K	–	661
2020 Q1	$25K	Buy	+1,120	New	+$27.4K	0.01%	325
2017 Q1	–	Sell	-8,657	Closed	-$206K	–	132
2016 Q4	$206K	Sell	8,657 -3,143	-27%	-$76.5K	0.14%	105
2016 Q3	$298K	Buy	+11,800	New	+$299K	0.23%	72

Other funds holding SHYD

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Darwin Wealth Management's SHYD Position: Q2 2020 in Review

Darwin Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2020, closing a stake of 1,120 shares — an estimated $25K sold.

Darwin Wealth Management first reported a position in SHYD in Q3 2016 and held it in 3 quarters. The position peaked at $298K in Q3 2016. 68 funds tracked by Wall St. Rank hold SHYD as of Q2 2020.

Darwin Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2020 after selling out during the quarter.
Darwin Wealth Management sold 1,120 VanEck Short High Yield Muni ETF shares in Q2 2020, an estimated $25K.
Darwin Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q3 2016 and held it in 3 quarters.
Darwin Wealth Management's VanEck Short High Yield Muni ETF position peaked at $298K in Q3 2016.
68 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.