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MBM Wealth Consultants’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

MBM Wealth Consultants’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
Q1 		– Sell
-14,092
Closed -$312K – 109
2023
Q4 		$312K Buy
14,092
+667
+5% +$14.5K 0.12% 74
2023
Q3 		$293K Buy
+13,425
New +$296K 0.13% 76
2023
Q2 		– Sell
-870
Closed -$65K – 240
2023
Q1 		$65K Hold
870
– – 0.03% 148
2022
Q4 		$19K Buy
870
+176
+25% +$3.87K 0.01% 203
2022
Q3 		$15K Sell
694
-3,198
-82% -$72.4K 0.01% 196
2022
Q2 		$87K Sell
3,892
-178,158
-98% -$4.03M 0.04% 115
2022
Q1 		$4.23M Buy
182,050
+1,332
+0.7% +$32.2K 1.76% 16
2021
Q4 		$4.54M Buy
180,718
+35,266
+24% +$883K 1.89% 18
2021
Q3 		$3.65M Buy
145,452
+3,559
+3% +$90.6K 1.67% 19
2021
Q2 		$3.61M Buy
141,893
+6,515
+5% +$164K 1.69% 19
2021
Q1 		$3.39M Buy
135,378
+3,089
+2% +$77.4K 1.72% 18
2020
Q4 		$3.28M Buy
132,289
+16,735
+14% +$409K 1.79% 19
2020
Q3 		$2.82M Buy
115,554
+1,900
+2% +$46.1K 1.8% 15
2020
Q2 		$2.71M Buy
113,654
+5,393
+5% +$123K 1.91% 15
2020
Q1 		$2.44M Buy
108,261
+17,334
+19% +$424K 2.02% 16
2019
Q4 		$2.29M Buy
90,927
+5,130
+6% +$129K 1.7% 15
2019
Q3 		$2.16M Buy
85,797
+3,221
+4% +$81K 1.7% 15
2019
Q2 		$2.07M Buy
82,576
+3,349
+4% +$83.1K 1.72% 16
2019
Q1 		$1.96M Buy
79,227
+8,058
+11% +$197K 1.72% 16
2018
Q4 		$1.72M Buy
+71,169
New +$1.72M 1.68% 19

Other funds holding SHYD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

MBM Wealth Consultants's SHYD Position: Q1 2024 in Review

MBM Wealth Consultants sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2024, closing a stake of 14,092 shares — an estimated $312K sold.

MBM Wealth Consultants first reported a position in SHYD in Q4 2018 and held it in 20 quarters. The position peaked at $4.54M in Q4 2021. 109 funds tracked by Wall St. Rank hold SHYD as of Q1 2024.

  • MBM Wealth Consultants reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
  • MBM Wealth Consultants sold 14,092 VanEck Short High Yield Muni ETF shares in Q1 2024, an estimated $312K.
  • MBM Wealth Consultants first reported a position in VanEck Short High Yield Muni ETF in Q4 2018 and held it in 20 quarters.
  • MBM Wealth Consultants's VanEck Short High Yield Muni ETF position peaked at $4.54M in Q4 2021.
  • 109 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2024.

Based on MBM Wealth Consultants's 13F filing for Q1 2024, filed 18 Apr 2024.