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Davidson Investment Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Davidson Investment Advisors’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
-3,243
Closed -$70.1K – 125
2023
Q3 		$70.1K Buy
+3,243
New +$71.5K ﹤0.01% 128

Other funds holding SHYD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Davidson Investment Advisors's SHYD Position: Q4 2023 in Review

Davidson Investment Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2023, closing a stake of 3,243 shares — an estimated $70.1K sold.

Davidson Investment Advisors first reported a position in SHYD in Q3 2023 and held it in 1 quarter. The position peaked at $70.1K in Q3 2023. 120 funds tracked by Wall St. Rank hold SHYD as of Q4 2023.

  • Davidson Investment Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Davidson Investment Advisors sold 3,243 VanEck Short High Yield Muni ETF shares in Q4 2023, an estimated $70.1K.
  • Davidson Investment Advisors first reported a position in VanEck Short High Yield Muni ETF in Q3 2023 and held it in 1 quarter.
  • Davidson Investment Advisors's VanEck Short High Yield Muni ETF position peaked at $70.1K in Q3 2023.
  • 120 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2023.

Based on Davidson Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.