Heartwood Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Heartwood Wealth Advisors’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
2023 Q3	–	Sell	-41,171	Closed	-$918K	–	144
2023 Q2	$918K	Sell	41,171 -21,043	-34%	-$468K	0.13%	51
2023 Q1	$1.39M	Hold	62,214	–	–	0.21%	39
2022 Q4	$1.39M	Hold	62,214	–	–	0.22%	40
2022 Q3	$1.35M	Hold	62,214	–	–	0.23%	36
2022 Q2	$1.4M	Hold	62,214	–	–	0.23%	37
2022 Q1	$1.45M	Hold	62,214	–	–	0.22%	38
2021 Q4	$1.56M	Sell	62,214 -1,570	-2%	-$39.3K	0.24%	36
2021 Q3	$1.6M	Hold	63,784	–	–	0.25%	37
2021 Q2	$1.62M	Sell	63,784 -153,137	-71%	-$3.86M	0.25%	38
2021 Q1	$5.43M	Buy	216,921 +24,523	+13%	+$615K	0.87%	27
2020 Q4	$4.77M	Buy	192,398 +767	+0.4%	+$18.8K	0.77%	27
2020 Q3	$4.67M	Buy	191,631 +129,767	+210%	+$3.15M	0.89%	24
2020 Q2	$1.47M	Hold	61,864	–	–	0.29%	32
2020 Q1	$1.39M	Sell	61,864 -1,430	-2%	-$35K	0.33%	32
2019 Q4	$1.59M	Buy	+63,294	New	+$1.59M	0.3%	38

Other funds holding SHYD

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heartwood Wealth Advisors's SHYD Position: Q3 2023 in Review

Heartwood Wealth Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2023, closing a stake of 41,171 shares — an estimated $918K sold.

Heartwood Wealth Advisors first reported a position in SHYD in Q4 2019 and held it in 15 quarters. The position peaked at $5.43M in Q1 2021. 110 funds tracked by Wall St. Rank hold SHYD as of Q3 2023.

Heartwood Wealth Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2023 after selling out during the quarter.
Heartwood Wealth Advisors sold 41,171 VanEck Short High Yield Muni ETF shares in Q3 2023, an estimated $918K.
Heartwood Wealth Advisors first reported a position in VanEck Short High Yield Muni ETF in Q4 2019 and held it in 15 quarters.
Heartwood Wealth Advisors's VanEck Short High Yield Muni ETF position peaked at $5.43M in Q1 2021.
110 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2023.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.