Level Four Advisory Services’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Level Four Advisory Services’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 Q1	–	Sell	-33,333	Closed	-$840K	–	565
2019 Q4	$840K	Buy	33,333 +5,973	+22%	+$150K	0.03%	303
2019 Q3	$689K	Buy	27,360 +9,930	+57%	+$250K	0.07%	265
2019 Q2	$436K	Sell	17,430 -3,951	-18%	-$98.1K	0.04%	348
2019 Q1	$528K	Buy	21,381 +5,765	+37%	+$141K	0.06%	304
2018 Q4	$378K	Buy	+15,616	New	+$376K	0.05%	354

Other funds holding SHYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Level Four Advisory Services's SHYD Position: Q1 2020 in Review

Level Four Advisory Services sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2020, closing a stake of 33,333 shares — an estimated $840K sold.

Level Four Advisory Services first reported a position in SHYD in Q4 2018 and held it in 5 quarters. The position peaked at $840K in Q4 2019. 73 funds tracked by Wall St. Rank hold SHYD as of Q1 2020.

Level Four Advisory Services reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2020 after selling out during the quarter.
Level Four Advisory Services sold 33,333 VanEck Short High Yield Muni ETF shares in Q1 2020, an estimated $840K.
Level Four Advisory Services first reported a position in VanEck Short High Yield Muni ETF in Q4 2018 and held it in 5 quarters.
Level Four Advisory Services's VanEck Short High Yield Muni ETF position peaked at $840K in Q4 2019.
73 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2020.

Based on Level Four Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.