Geneos Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $102K | Sell |
4,500
-4,500
| -50% | -$102K | ﹤0.01% | 1245 |
|
2025
Q1 | $202K | Buy |
9,000
+4,500
| +100% | +$101K | ﹤0.01% | 1224 |
|
2024
Q4 | $101K | Hold |
4,500
| – | – | ﹤0.01% | 1067 |
|
2024
Q3 | $102K | Hold |
4,500
| – | – | ﹤0.01% | 959 |
|
2024
Q2 | $101K | Hold |
4,500
| – | – | ﹤0.01% | 868 |
|
2024
Q1 | $101K | Hold |
4,500
| – | – | ﹤0.01% | 847 |
|
2023
Q4 | $99.6K | Hold |
4,500
| – | – | ﹤0.01% | 841 |
|
2023
Q3 | $97.3K | Hold |
4,500
| – | – | 0.01% | 881 |
|
2023
Q2 | $100K | Hold |
4,500
| – | – | 0.01% | 878 |
|
2023
Q1 | $100K | Hold |
4,500
| – | – | 0.01% | 841 |
|
2022
Q4 | $100K | Hold |
4,500
| – | – | 0.01% | 825 |
|
2022
Q3 | $97K | Sell |
4,500
-5,325
| -54% | -$115K | 0.01% | 812 |
|
2022
Q2 | $220K | Hold |
9,825
| – | – | 0.01% | 718 |
|
2022
Q1 | $228K | Buy |
9,825
+4,500
| +85% | +$104K | 0.01% | 752 |
|
2021
Q4 | $133K | Hold |
5,325
| – | – | 0.01% | 1063 |
|
2021
Q3 | $133K | Buy |
+5,325
| New | +$133K | 0.01% | 1044 |
|