Glassman Wealth Services’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Glassman Wealth Services’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
2024 Q2	–	Sell	-451	Closed	-$10.1K	–	215
2024 Q1	$10.1K	Buy	451 +202	+81%	+$4.49K	﹤0.01%	155
2023 Q4	$5.51K	Buy	249 +2	+0.8%	+$43	﹤0.01%	1043
2023 Q3	$5.34K	Buy	+247	New	+$5.45K	﹤0.01%	1050

Other funds holding SHYD

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Glassman Wealth Services's SHYD Position: Q2 2024 in Review

Glassman Wealth Services sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2024, closing a stake of 451 shares — an estimated $10.1K sold.

Glassman Wealth Services first reported a position in SHYD in Q3 2023 and held it in 3 quarters. The position peaked at $10.1K in Q1 2024. 113 funds tracked by Wall St. Rank hold SHYD as of Q2 2024.

Glassman Wealth Services reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
Glassman Wealth Services sold 451 VanEck Short High Yield Muni ETF shares in Q2 2024, an estimated $10.1K.
Glassman Wealth Services first reported a position in VanEck Short High Yield Muni ETF in Q3 2023 and held it in 3 quarters.
Glassman Wealth Services's VanEck Short High Yield Muni ETF position peaked at $10.1K in Q1 2024.
113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2024.

Based on Glassman Wealth Services's 13F filing for Q2 2024, filed 6 Aug 2024.