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Gray Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Gray Wealth Management’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
2020
Q3 		– Sell
-15,902
Closed -$380K – 98
2020
Q2 		$380K Sell
15,902
-2,524
-14% -$57.4K 0.33% 60
2020
Q1 		$416K Buy
+18,426
New +$451K 0.46% 49

Other funds holding SHYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gray Wealth Management's SHYD Position: Q3 2020 in Review

Gray Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2020, closing a stake of 15,902 shares — an estimated $380K sold.

Gray Wealth Management first reported a position in SHYD in Q1 2020 and held it in 2 quarters. The position peaked at $416K in Q1 2020. 69 funds tracked by Wall St. Rank hold SHYD as of Q3 2020.

  • Gray Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2020 after selling out during the quarter.
  • Gray Wealth Management sold 15,902 VanEck Short High Yield Muni ETF shares in Q3 2020, an estimated $380K.
  • Gray Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q1 2020 and held it in 2 quarters.
  • Gray Wealth Management's VanEck Short High Yield Muni ETF position peaked at $416K in Q1 2020.
  • 69 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2020.

Based on Gray Wealth Management's 13F filing for Q3 2020, filed 13 Jan 2023.