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

NEIRG 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
2023 Q2	–	Sell	-13,066	Closed	-$291K	–	159
2023 Q1	$291K	Hold	13,066	–	–	0.05%	123
2022 Q4	$291K	Hold	13,066	–	–	0.05%	127
2022 Q3	$284K	Hold	13,066	–	–	0.06%	127
2022 Q2	$293K	Buy	+13,066	New	+$296K	0.06%	123

Other funds holding SHYD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NEIRG Wealth Management's SHYD Position: Q2 2023 in Review

NEIRG Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2023, closing a stake of 13,066 shares — an estimated $291K sold.

NEIRG Wealth Management first reported a position in SHYD in Q2 2022 and held it in 4 quarters. The position peaked at $293K in Q2 2022. 108 funds tracked by Wall St. Rank hold SHYD as of Q2 2023.

NEIRG Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2023 after selling out during the quarter.
NEIRG Wealth Management sold 13,066 VanEck Short High Yield Muni ETF shares in Q2 2023, an estimated $291K.
NEIRG Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q2 2022 and held it in 4 quarters.
NEIRG Wealth Management's VanEck Short High Yield Muni ETF position peaked at $293K in Q2 2022.
108 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2023.

Based on NEIRG Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.