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Merit Financial Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Merit Financial Group’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
Q1 		– Sell
-21,507
Closed -$479K – 716
2022
Q4 		$479K Buy
+21,507
New +$473K 0.02% 433

Other funds holding SHYD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merit Financial Group's SHYD Position: Q1 2023 in Review

Merit Financial Group sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2023, closing a stake of 21,507 shares — an estimated $479K sold.

Merit Financial Group first reported a position in SHYD in Q4 2022 and held it in 1 quarter. The position peaked at $479K in Q4 2022. 113 funds tracked by Wall St. Rank hold SHYD as of Q1 2023.

  • Merit Financial Group reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 21,507 VanEck Short High Yield Muni ETF shares in Q1 2023, an estimated $479K.
  • Merit Financial Group first reported a position in VanEck Short High Yield Muni ETF in Q4 2022 and held it in 1 quarter.
  • Merit Financial Group's VanEck Short High Yield Muni ETF position peaked at $479K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.