Estate Counselors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Estate Counselors’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
2021 Q2	–	Sell	-158,810	Closed	-$3.97M	–	172
2021 Q1	$3.97M	Sell	158,810 -25,075	-14%	-$628K	0.58%	47
2020 Q4	$4.56M	Sell	183,885 -225,610	-55%	-$5.52M	0.69%	42
2020 Q3	$9.98M	Sell	409,495 -247,350	-38%	-$6M	1.55%	23
2020 Q2	$15.7M	Sell	656,845 -1,700	-0.3%	-$38.7K	2.5%	10
2020 Q1	$14.8M	Buy	658,545 +2,850	+0.4%	+$69.7K	2.44%	8
2019 Q4	$16.5M	Sell	655,695 -47,760	-7%	-$1.2M	2.43%	10
2019 Q3	$17.7M	Sell	703,455 -4,795	-0.7%	-$121K	2.72%	11
2019 Q2	$17.7M	Sell	708,250 -20,600	-3%	-$511K	2.77%	11
2019 Q1	$18M	Buy	728,850 +417,950	+134%	+$10.2M	3.09%	8
2018 Q4	$7.52M	Buy	+310,900	New	+$7.49M	1.52%	28

Other funds holding SHYD

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIM

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

Estate Counselors's SHYD Position: Q2 2021 in Review

Estate Counselors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2021, closing a stake of 158,810 shares — an estimated $3.97M sold.

Estate Counselors first reported a position in SHYD in Q4 2018 and held it in 10 quarters. The position peaked at $18M in Q1 2019. 98 funds tracked by Wall St. Rank hold SHYD as of Q2 2021.

Estate Counselors reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2021 after selling out during the quarter.
Estate Counselors sold 158,810 VanEck Short High Yield Muni ETF shares in Q2 2021, an estimated $3.97M.
Estate Counselors first reported a position in VanEck Short High Yield Muni ETF in Q4 2018 and held it in 10 quarters.
Estate Counselors's VanEck Short High Yield Muni ETF position peaked at $18M in Q1 2019.
98 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2021.

Based on Estate Counselors's 13F filing for Q2 2021, filed 3 Aug 2021.