JSA
Jacobson & Schmitt Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
+61,893
| New | +$1.4M | 0.25% | 43 |
|
|
2025
Q1 | – | Sell |
-59,144
| Closed | -$1.33M | – | 75 |
|
|
2024
Q4 | $1.33M | Buy |
59,144
+6,259
| +12% | +$141K | 0.26% | 45 |
|
|
2024
Q3 | $1.2M | Buy |
52,885
+470
| +0.9% | +$10.7K | 0.25% | 43 |
|
|
2024
Q2 | $1.17M | Buy |
52,415
+7,667
| +17% | +$172K | 0.27% | 41 |
|
|
2024
Q1 | $1M | Buy |
44,748
+156
| +0.3% | +$3.5K | 0.24% | 42 |
|
|
2023
Q4 | $987K | Buy |
44,592
+3,401
| +8% | +$75.3K | 0.25% | 43 |
|
|
2023
Q3 | $891K | Buy |
41,191
+4,235
| +11% | +$91.6K | 0.25% | 39 |
|
|
2023
Q2 | $824K | Sell |
36,956
-20,027
| -35% | -$447K | 0.23% | 41 |
|
|
2023
Q1 | $1.27M | Buy |
56,983
+1,811
| +3% | +$40.4K | 0.36% | 39 |
|
|
2022
Q4 | $1.2M | Hold |
55,172
| – | – | 0.38% | 34 |
|
|
2022
Q3 | $1.2M | Sell |
55,172
-27,654
| -33% | -$602K | 0.38% | 34 |
|
|
2022
Q2 | $1.86M | Buy |
82,826
+19,456
| +31% | +$437K | 0.58% | 32 |
|
|
2022
Q1 | $1.47M | Buy |
63,370
+2,348
| +4% | +$54.6K | 0.38% | 32 |
|
|
2021
Q4 | $1.54M | Buy |
61,022
+130
| +0.2% | +$3.27K | 0.37% | 33 |
|
|
2021
Q3 | $1.53M | Buy |
60,892
+408
| +0.7% | +$10.2K | 0.42% | 33 |
|
|
2021
Q2 | $1.54M | Buy |
60,484
+13,311
| +28% | +$339K | 0.44% | 32 |
|
|
2021
Q1 | $1.18M | Buy |
47,173
+2,958
| +7% | +$74.1K | 0.38% | 31 |
|
|
2020
Q4 | $1.1M | Sell |
44,215
-367
| -0.8% | -$9.11K | 0.37% | 30 |
|
|
2020
Q3 | $1.09M | Buy |
44,582
+9,402
| +27% | +$229K | 0.41% | 29 |
|
|
2020
Q2 | $838K | Buy |
35,180
+25,566
| +266% | +$609K | 0.36% | 31 |
|
|
2020
Q1 | $216K | Buy |
+9,614
| New | +$216K | 0.12% | 42 |
|