Insight Wealth Strategies’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Insight Wealth Strategies’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 Q4	–	Sell	-9,628	Closed	-$235K	–	228
2020 Q3	$235K	Buy	9,628 +72	+0.8%	+$1.75K	0.04%	177
2020 Q2	$228K	Buy	9,556 +82	+0.9%	+$1.87K	0.05%	155
2020 Q1	$213K	Buy	9,474 +73	+0.8%	+$1.79K	0.06%	139
2019 Q4	$237K	Buy	9,401 +75	+0.8%	+$1.89K	0.05%	183
2019 Q3	$235K	Buy	9,326 +77	+0.8%	+$1.94K	0.06%	172
2019 Q2	$232K	Buy	+9,249	New	+$230K	0.06%	147

Other funds holding SHYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

Insight Wealth Strategies's SHYD Position: Q4 2020 in Review

Insight Wealth Strategies sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2020, closing a stake of 9,628 shares — an estimated $235K sold.

Insight Wealth Strategies first reported a position in SHYD in Q2 2019 and held it in 6 quarters. The position peaked at $237K in Q4 2019. 75 funds tracked by Wall St. Rank hold SHYD as of Q4 2020.

Insight Wealth Strategies reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2020 after selling out during the quarter.
Insight Wealth Strategies sold 9,628 VanEck Short High Yield Muni ETF shares in Q4 2020, an estimated $235K.
Insight Wealth Strategies first reported a position in VanEck Short High Yield Muni ETF in Q2 2019 and held it in 6 quarters.
Insight Wealth Strategies's VanEck Short High Yield Muni ETF position peaked at $237K in Q4 2019.
75 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2020.

Based on Insight Wealth Strategies's 13F filing for Q4 2020, filed 5 Feb 2021.