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

Mutual 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
2024 Q2	–	Sell	-21,933	Closed	-$492K	–	1149
2024 Q1	$492K	Hold	21,933	–	–	0.02%	700
2023 Q4	$485K	Hold	21,933	–	–	0.02%	664
2023 Q3	$474K	Hold	21,933	–	–	0.02%	636
2023 Q2	$489K	Hold	21,933	–	–	0.02%	642
2023 Q1	$489K	Hold	21,933	–	–	0.02%	630
2022 Q4	$488K	Sell	21,933 -954	-4%	-$21K	0.02%	594
2022 Q3	$498K	Hold	22,887	–	–	0.03%	562
2022 Q2	$514K	Hold	22,887	–	–	0.03%	527
2022 Q1	$532K	Hold	22,887	–	–	0.03%	560
2021 Q4	$576K	Hold	22,887	–	–	0.03%	536
2021 Q3	$574K	Hold	22,887	–	–	0.03%	503
2021 Q2	$582K	Buy	22,887 +7,624	+50%	+$192K	0.03%	484
2021 Q1	$382K	Buy	+15,263	New	+$383K	0.03%	565
2020 Q4	–	Sell	-32,451	Closed	-$791K	–	760
2020 Q3	$791K	Hold	32,451	–	–	0.07%	305
2020 Q2	$773K	Buy	32,451 +949	+3%	+$21.6K	0.08%	277
2020 Q1	$709K	Buy	+31,502	New	+$771K	0.1%	224

Other funds holding SHYD

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mutual Advisors's SHYD Position: Q2 2024 in Review

Mutual Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2024, closing a stake of 21,933 shares — an estimated $492K sold.

Mutual Advisors first reported a position in SHYD in Q1 2020 and held it in 16 quarters. The position peaked at $791K in Q3 2020. 113 funds tracked by Wall St. Rank hold SHYD as of Q2 2024.

Mutual Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
Mutual Advisors sold 21,933 VanEck Short High Yield Muni ETF shares in Q2 2024, an estimated $492K.
Mutual Advisors first reported a position in VanEck Short High Yield Muni ETF in Q1 2020 and held it in 16 quarters.
Mutual Advisors's VanEck Short High Yield Muni ETF position peaked at $791K in Q3 2020.
113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.