Global Strategic Investment Solutions’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Global Strategic Investment Solutions’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	-15,303	Closed	-$343K	–	153
2024 Q1	$343K	Sell	15,303 -325,877	-96%	-$7.23M	0.04%	119
2023 Q4	$7.55M	Buy	341,180 +27,947	+9%	+$607K	0.93%	30
2023 Q3	$6.77M	Buy	313,233 +14,682	+5%	+$324K	0.87%	33
2023 Q2	$6.66M	Buy	298,551 +19,590	+7%	+$436K	0.83%	31
2023 Q1	$6.22M	Buy	+278,961	New	+$6.24M	0.89%	28

Other funds holding SHYD

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

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

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

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

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

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Strategic Investment Solutions's SHYD Position: Q2 2024 in Review

Global Strategic Investment Solutions sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2024, closing a stake of 15,303 shares — an estimated $343K sold.

Global Strategic Investment Solutions first reported a position in SHYD in Q1 2023 and held it in 5 quarters. The position peaked at $7.55M in Q4 2023. 113 funds tracked by Wall St. Rank hold SHYD as of Q2 2024.

Global Strategic Investment Solutions reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
Global Strategic Investment Solutions sold 15,303 VanEck Short High Yield Muni ETF shares in Q2 2024, an estimated $343K.
Global Strategic Investment Solutions first reported a position in VanEck Short High Yield Muni ETF in Q1 2023 and held it in 5 quarters.
Global Strategic Investment Solutions's VanEck Short High Yield Muni ETF position peaked at $7.55M in Q4 2023.
113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2024.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.