Kingsview Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Kingsview Wealth Management’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	-14,118	Closed	-$316K	–	1110
2024 Q1	$316K	Sell	14,118 -106	-0.7%	-$2.35K	0.01%	799
2023 Q4	$315K	Buy	14,224 +805	+6%	+$17.5K	0.01%	748
2023 Q3	$290K	Buy	13,419 +205	+2%	+$4.52K	0.01%	754
2023 Q2	$295K	Sell	13,214 -1,592	-11%	-$35.4K	0.01%	747
2023 Q1	$330K	Sell	14,806 -584	-4%	-$13.1K	0.01%	682
2022 Q4	$343K	Buy	15,390 +37	+0.2%	+$814	0.01%	617
2022 Q3	$334K	Buy	15,353 +878	+6%	+$19.9K	0.02%	608
2022 Q2	$325K	Sell	14,475 -297	-2%	-$6.72K	0.02%	643
2022 Q1	$344K	Sell	14,772 -385	-3%	-$9.31K	0.02%	662
2021 Q4	$381K	Buy	+15,157	New	+$380K	0.02%	652

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

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 $74.2B AUM 21.09% 1-Year Est. Return

Kingsview Wealth Management's SHYD Position: Q2 2024 in Review

Kingsview Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2024, closing a stake of 14,118 shares — an estimated $316K sold.

Kingsview Wealth Management first reported a position in SHYD in Q4 2021 and held it in 10 quarters. The position peaked at $381K in Q4 2021. 113 funds tracked by Wall St. Rank hold SHYD as of Q2 2024.

Kingsview Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 14,118 VanEck Short High Yield Muni ETF shares in Q2 2024, an estimated $316K.
Kingsview Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q4 2021 and held it in 10 quarters.
Kingsview Wealth Management's VanEck Short High Yield Muni ETF position peaked at $381K in Q4 2021.
113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.