Kades & Cheifetz’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Kades & Cheifetz’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 Q4	$1.6M	Sell	71,252 -977	-1%	-$22.1K	0.82%	37
2024 Q3	$1.64M	Buy	72,229 +1,497	+2%	+$33.7K	0.94%	30
2024 Q2	$1.58M	Sell	70,732 -7,423	-9%	-$165K	0.99%	31
2024 Q1	$1.75M	Sell	78,155 -3,561	-4%	-$79.1K	1.12%	25
2023 Q4	$1.81M	Sell	81,716 -6,664	-8%	-$145K	1.28%	22
2023 Q3	$1.91M	Buy	88,380 +572	+0.7%	+$12.6K	1.51%	19
2023 Q2	$1.96M	Buy	87,808 +1,381	+2%	+$30.7K	1.5%	19
2023 Q1	$1.93M	Buy	86,427 +1,698	+2%	+$38K	1.52%	19
2022 Q4	$1.89M	Buy	+84,729	New	+$1.87M	1.58%	17

Other funds holding SHYD

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DWM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

Kades & Cheifetz's SHYD Position: Q4 2024 in Review

Kades & Cheifetz reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 1.4% in Q4 2024, selling an estimated $22.1K and leaving 71,252 shares worth $1.6M. The position accounts for 0.82% of the portfolio, ranked #37.

Kades & Cheifetz first reported a position in SHYD in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.96M in Q2 2023. 126 funds tracked by Wall St. Rank hold SHYD as of Q4 2024.

Kades & Cheifetz held 71,252 shares of VanEck Short High Yield Muni ETF worth $1.6M as of Q4 2024.
Kades & Cheifetz sold 977 VanEck Short High Yield Muni ETF shares in Q4 2024, an estimated $22.1K.
VanEck Short High Yield Muni ETF made up 0.82% of Kades & Cheifetz's portfolio in Q4 2024, its #37 holding.
Kades & Cheifetz first reported a position in VanEck Short High Yield Muni ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's VanEck Short High Yield Muni ETF position peaked at $1.96M in Q2 2023.
126 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.