Lake Street Private Wealth’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Lake Street Private Wealth’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
2022 Q2	–	Sell	-41,158	Closed	-$957K	–	331
2022 Q1	$957K	Sell	41,158 -16,730	-29%	-$405K	0.17%	130
2021 Q4	$1.46M	Sell	57,888 -593	-1%	-$14.8K	0.26%	99
2021 Q3	$1.47M	Sell	58,481 -898	-2%	-$22.9K	0.36%	79
2021 Q2	$1.51M	Buy	59,379 +2,741	+5%	+$69.1K	0.38%	76
2021 Q1	$1.42M	Sell	56,638 -1,240	-2%	-$31.1K	0.39%	73
2020 Q4	$1.44M	Buy	57,878 +15,875	+38%	+$388K	0.41%	69
2020 Q3	$1.02M	Sell	42,003 -5,942	-12%	-$144K	0.34%	72
2020 Q2	$1.14M	Sell	47,945 -26,292	-35%	-$598K	0.42%	69
2020 Q1	$1.67M	Buy	74,237 +12,111	+19%	+$296K	0.76%	45
2019 Q4	$1.57M	Buy	62,126 +26,397	+74%	+$664K	0.6%	63
2019 Q3	$900K	Buy	+35,729	New	+$899K	0.41%	77

Other funds holding SHYD

Jane Street New York $777B AUM 61.18% 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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lake Street Private Wealth's SHYD Position: Q2 2022 in Review

Lake Street Private Wealth sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2022, closing a stake of 41,158 shares — an estimated $957K sold.

Lake Street Private Wealth first reported a position in SHYD in Q3 2019 and held it in 11 quarters. The position peaked at $1.67M in Q1 2020. 103 funds tracked by Wall St. Rank hold SHYD as of Q2 2022.

Lake Street Private Wealth reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2022 after selling out during the quarter.
Lake Street Private Wealth sold 41,158 VanEck Short High Yield Muni ETF shares in Q2 2022, an estimated $957K.
Lake Street Private Wealth first reported a position in VanEck Short High Yield Muni ETF in Q3 2019 and held it in 11 quarters.
Lake Street Private Wealth's VanEck Short High Yield Muni ETF position peaked at $1.67M in Q1 2020.
103 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.