Migdal Insurance & Financial Holdings’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Migdal Insurance & Financial Holdings’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
2022 Q3	–	Sell	-415	Closed	-$9K	–	599
2022 Q2	$9K	Hold	415	–	–	﹤0.01%	524
2022 Q1	$10K	Hold	415	–	–	﹤0.01%	547
2021 Q4	$10K	Hold	415	–	–	﹤0.01%	601
2021 Q3	$10K	Hold	415	–	–	﹤0.01%	597
2021 Q2	$11K	Hold	415	–	–	﹤0.01%	537
2021 Q1	$10K	Hold	415	–	–	﹤0.01%	633
2020 Q4	$10K	Hold	415	–	–	﹤0.01%	621
2020 Q3	$10K	Hold	415	–	–	﹤0.01%	641
2020 Q2	$10K	Sell	415 -436	-51%	-$9.92K	﹤0.01%	636
2020 Q1	$19K	Sell	851 -625	-42%	-$15.3K	﹤0.01%	565
2019 Q4	$37K	Hold	1,476	–	–	﹤0.01%	650
2019 Q3	$37K	Hold	1,476	–	–	﹤0.01%	629
2019 Q2	$37K	Hold	1,476	–	–	﹤0.01%	625
2019 Q1	$36K	Hold	1,476	–	–	﹤0.01%	591
2018 Q4	$36K	Hold	1,476	–	–	﹤0.01%	570
2018 Q3	$36K	Hold	1,476	–	–	﹤0.01%	716
2018 Q2	$36K	Hold	1,476	–	–	﹤0.01%	677
2018 Q1	$36K	Hold	1,476	–	–	﹤0.01%	463
2017 Q4	$36K	Hold	1,476	–	–	﹤0.01%	435
2017 Q3	$36K	Hold	1,476	–	–	﹤0.01%	468
2017 Q2	$36K	Hold	1,476	–	–	﹤0.01%	399
2017 Q1	$35K	Buy	+1,476	New	+$35.3K	﹤0.01%	403

Other funds holding SHYD

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's SHYD Position: Q3 2022 in Review

Migdal Insurance & Financial Holdings sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2022, closing a stake of 415 shares — an estimated $9K sold.

Migdal Insurance & Financial Holdings first reported a position in SHYD in Q1 2017 and held it in 22 quarters. The position peaked at $37K in Q4 2019. 102 funds tracked by Wall St. Rank hold SHYD as of Q3 2022.

Migdal Insurance & Financial Holdings reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2022 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 415 VanEck Short High Yield Muni ETF shares in Q3 2022, an estimated $9K.
Migdal Insurance & Financial Holdings first reported a position in VanEck Short High Yield Muni ETF in Q1 2017 and held it in 22 quarters.
Migdal Insurance & Financial Holdings's VanEck Short High Yield Muni ETF position peaked at $37K in Q4 2019.
102 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2022, filed 31 Oct 2022.