Homrich & Berg’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Homrich & Berg’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
2021 Q3	$324K	Hold	12,916	–	–	0.01%	350
2021 Q2	$329K	Buy	12,916 +4,774	+59%	+$120K	0.01%	349
2021 Q1	$204K	Sell	8,142 -2,061	-20%	-$51.7K	0.01%	405
2020 Q4	$253K	Sell	10,203 -3,677	-26%	-$89.9K	0.01%	350
2020 Q3	$338K	Hold	13,880	–	–	0.01%	256
2020 Q2	$331K	Hold	13,880	–	–	0.01%	246
2020 Q1	$312K	Hold	13,880	–	–	0.02%	231
2019 Q4	$350K	Hold	13,880	–	–	0.02%	275
2019 Q3	$349K	Buy	13,880 +1,441	+12%	+$36.3K	0.02%	258
2019 Q2	$311K	Hold	12,439	–	–	0.02%	279
2019 Q1	$307K	Sell	12,439 -2,098	-14%	-$51.2K	0.02%	265
2018 Q4	$352K	Hold	14,537	–	–	0.02%	228
2018 Q3	$353K	Buy	14,537 +5,007	+53%	+$122K	0.02%	250
2018 Q2	$234K	Buy	+9,530	New	+$232K	0.02%	286

Other funds holding SHYD

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

Homrich & Berg's SHYD Position: Q3 2021 in Review

Homrich & Berg held its VanEck Short High Yield Muni ETF (SHYD) position steady in Q3 2021 at 12,916 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #350.

Homrich & Berg first reported a position in SHYD in Q2 2018 and has held it in 14 quarters since. The position peaked at $353K in Q3 2018. 100 funds tracked by Wall St. Rank hold SHYD as of Q3 2021.

Homrich & Berg held 12,916 shares of VanEck Short High Yield Muni ETF worth $324K as of Q3 2021.
Homrich & Berg left its VanEck Short High Yield Muni ETF share count unchanged in Q3 2021.
VanEck Short High Yield Muni ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #350 holding.
Homrich & Berg first reported a position in VanEck Short High Yield Muni ETF in Q2 2018 and has held it in 14 quarters since.
Homrich & Berg's VanEck Short High Yield Muni ETF position peaked at $353K in Q3 2018.
100 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.