Independence Bank of Kentucky’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Independence Bank of Kentucky’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	-750	Closed	-$16.8K	–	547
2024 Q1	$16.8K	Hold	750	–	–	0.01%	409
2023 Q4	$16.6K	Hold	750	–	–	0.01%	390
2023 Q3	$16.2K	Hold	750	–	–	0.01%	361
2023 Q2	$16.7K	Hold	750	–	–	0.01%	358
2023 Q1	$16.7K	Hold	750	–	–	0.01%	333
2022 Q4	$17K	Hold	750	–	–	0.01%	332
2022 Q3	$16K	Hold	750	–	–	0.01%	316
2022 Q2	$17K	Hold	750	–	–	0.01%	323
2022 Q1	$17K	Hold	750	–	–	0.01%	327
2021 Q4	$19K	Hold	750	–	–	0.01%	303
2021 Q3	$19K	Hold	750	–	–	0.01%	304
2021 Q2	$19K	Hold	750	–	–	0.01%	298
2021 Q1	$19K	Hold	750	–	–	0.01%	299
2020 Q4	$19K	Hold	750	–	–	0.01%	292
2020 Q3	$18K	Hold	750	–	–	0.01%	285
2020 Q2	$18K	Hold	750	–	–	0.01%	260
2020 Q1	$17K	Hold	750	–	–	0.01%	252
2019 Q4	$19K	Hold	750	–	–	0.01%	270
2019 Q3	$19K	Hold	750	–	–	0.01%	265
2019 Q2	$19K	Hold	750	–	–	0.01%	232
2019 Q1	$19K	Hold	750	–	–	0.02%	232
2018 Q4	$18K	Hold	750	–	–	0.02%	232
2018 Q3	$18K	Buy	+750	New	+$18.3K	0.01%	246
2018 Q1	–	Sell	-615	Closed	-$15K	–	419
2017 Q4	$15K	Buy	+615	New	+$15K	0.01%	240

Other funds holding SHYD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

DWM

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

Jane Street New York $777B AUM 61.18% 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

Independence Bank of Kentucky's SHYD Position: Q2 2024 in Review

Independence Bank of Kentucky sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2024, closing a stake of 750 shares — an estimated $16.8K sold.

Independence Bank of Kentucky first reported a position in SHYD in Q4 2017 and held it in 24 quarters. The position peaked at $19K in Q4 2021. 113 funds tracked by Wall St. Rank hold SHYD as of Q2 2024.

Independence Bank of Kentucky reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
Independence Bank of Kentucky sold 750 VanEck Short High Yield Muni ETF shares in Q2 2024, an estimated $16.8K.
Independence Bank of Kentucky first reported a position in VanEck Short High Yield Muni ETF in Q4 2017 and held it in 24 quarters.
Independence Bank of Kentucky's VanEck Short High Yield Muni ETF position peaked at $19K in Q4 2021.
113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2024.

Based on Independence Bank of Kentucky's 13F filing for Q2 2024, filed 25 Jul 2024.