LWS Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

LWS Wealth Advisors’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
2023 Q4	$500K	Buy	+22,575	New	+$490K	0.19%	46
2022 Q4	–	Sell	-401,610	Closed	-$8.74M	–	60
2022 Q3	$8.74M	Buy	+401,610	New	+$9.1M	3.35%	10

Other funds holding SHYD

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

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

LWS Wealth Advisors's SHYD Position: Q4 2023 in Review

LWS Wealth Advisors opened a new position in VanEck Short High Yield Muni ETF (SHYD) in Q4 2023: 22,575 shares worth $500K. The stake represents 0.19% of the portfolio and ranks #46 among its holdings. This is a return to the name: LWS Wealth Advisors previously reported a position in SHYD as recently as Q3 2022.

LWS Wealth Advisors first reported a position in SHYD in Q3 2022 and has held it in 2 quarters since. The position peaked at $8.74M in Q3 2022. 120 funds tracked by Wall St. Rank hold SHYD as of Q4 2023.

LWS Wealth Advisors held 22,575 shares of VanEck Short High Yield Muni ETF worth $500K as of Q4 2023.
VanEck Short High Yield Muni ETF was a new LWS Wealth Advisors position in Q4 2023.
VanEck Short High Yield Muni ETF made up 0.19% of LWS Wealth Advisors's portfolio in Q4 2023, its #46 holding.
LWS Wealth Advisors first reported a position in VanEck Short High Yield Muni ETF in Q3 2022 and has held it in 2 quarters since.
LWS Wealth Advisors's VanEck Short High Yield Muni ETF position peaked at $8.74M in Q3 2022.
120 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.