Harbour Investments’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Harbour Investments’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 Q4	–	Sell	-6,288	Closed	-$143K	–	3571
2024 Q3	$143K	Sell	6,288 -1,325	-17%	-$29.8K	﹤0.01%	1159
2024 Q2	$170K	Sell	7,613 -785	-9%	-$17.5K	0.01%	1006
2024 Q1	$188K	Sell	8,398 -353	-4%	-$7.84K	0.01%	946
2023 Q4	$194K	Buy	8,751 +153	+2%	+$3.32K	0.01%	865
2023 Q3	$186K	Buy	8,598 +1,549	+22%	+$34.2K	0.01%	812
2023 Q2	$157K	Buy	7,049 +1,786	+34%	+$39.7K	0.01%	889
2023 Q1	$117K	Buy	5,263 +1,560	+42%	+$34.9K	0.01%	973
2022 Q4	$82.5K	Buy	3,703 +3,543	+2,214%	+$78K	0.01%	1096
2022 Q3	$4K	Hold	160	–	–	﹤0.01%	2259
2022 Q2	$4K	Buy	+160	New	+$3.62K	﹤0.01%	2259
2021 Q4	$6K	Hold	223	–	–	﹤0.01%	2129
2021 Q3	$6K	Buy	223 +160	+254%	+$4.07K	﹤0.01%	2925
2021 Q2	$2K	Hold	63	–	–	﹤0.01%	3419
2021 Q1	$2K	Buy	+63	New	+$1.58K	﹤0.01%	3262

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DWM

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

FFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments's SHYD Position: Q4 2024 in Review

Harbour Investments sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2024, closing a stake of 6,288 shares — an estimated $143K sold.

Harbour Investments first reported a position in SHYD in Q1 2021 and held it in 14 quarters. The position peaked at $194K in Q4 2023. 126 funds tracked by Wall St. Rank hold SHYD as of Q4 2024.

Harbour Investments reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2024 after selling out during the quarter.
Harbour Investments sold 6,288 VanEck Short High Yield Muni ETF shares in Q4 2024, an estimated $143K.
Harbour Investments first reported a position in VanEck Short High Yield Muni ETF in Q1 2021 and held it in 14 quarters.
Harbour Investments's VanEck Short High Yield Muni ETF position peaked at $194K in Q4 2023.
126 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2024.

Based on Harbour Investments's 13F filing for Q4 2024, filed 10 Feb 2025.