FOCUS Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

FOCUS Wealth 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	-9,398	Closed	-$203K	–	63
2023 Q3	$203K	Sell	9,398 -26,540	-74%	-$585K	0.14%	61
2023 Q2	$801K	Sell	35,938 -5,790	-14%	-$129K	0.54%	35
2023 Q1	$930K	Hold	41,728	–	–	0.61%	35
2022 Q4	$929K	Hold	41,728	–	–	0.64%	34
2022 Q3	$908K	Hold	41,728	–	–	0.64%	34
2022 Q2	$937K	Hold	41,728	–	–	0.64%	30
2022 Q1	$971K	Hold	41,728	–	–	0.58%	30
2021 Q4	$1.05M	Sell	41,728 -4,123	-9%	-$103K	0.63%	29
2021 Q3	$1.15M	Hold	45,851	–	–	0.78%	29
2021 Q2	$1.17M	Buy	+45,851	New	+$1.16M	0.81%	28

Other funds holding SHYD

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 San Francisco, California $501B 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 New York $93.1B AUM 61.18% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B 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

Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return