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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FOCUS Wealth Advisors's SHYD Position: Q4 2023 in Review

FOCUS Wealth Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2023, closing a stake of 9,398 shares — an estimated $203K sold.

FOCUS Wealth Advisors first reported a position in SHYD in Q2 2021 and held it in 10 quarters. The position peaked at $1.17M in Q2 2021. 120 funds tracked by Wall St. Rank hold SHYD as of Q4 2023.

FOCUS Wealth Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
FOCUS Wealth Advisors sold 9,398 VanEck Short High Yield Muni ETF shares in Q4 2023, an estimated $203K.
FOCUS Wealth Advisors first reported a position in VanEck Short High Yield Muni ETF in Q2 2021 and held it in 10 quarters.
FOCUS Wealth Advisors's VanEck Short High Yield Muni ETF position peaked at $1.17M in Q2 2021.
120 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2023.

Based on FOCUS Wealth Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.