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

Mattern 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
2020 Q1	–	Sell	-12,500	Closed	-$315K	–	133
2019 Q4	$315K	Buy	+12,500	New	+$314K	0.19%	108

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 $74.2B AUM 21.09% 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 $1.37B AUM 28.26% 1-Year Est. Return

Mattern Wealth Management's SHYD Position: Q1 2020 in Review

Mattern Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2020, closing a stake of 12,500 shares — an estimated $315K sold.

Mattern Wealth Management first reported a position in SHYD in Q4 2019 and held it in 1 quarter. The position peaked at $315K in Q4 2019. 73 funds tracked by Wall St. Rank hold SHYD as of Q1 2020.

Mattern Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2020 after selling out during the quarter.
Mattern Wealth Management sold 12,500 VanEck Short High Yield Muni ETF shares in Q1 2020, an estimated $315K.
Mattern Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q4 2019 and held it in 1 quarter.
Mattern Wealth Management's VanEck Short High Yield Muni ETF position peaked at $315K in Q4 2019.
73 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2020.

Based on Mattern Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.