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

Next 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
2021 Q4	$20K	Sell	778 -508	-40%	-$12.7K	﹤0.01%	1892
2021 Q3	$32K	Buy	1,286 +121	+10%	+$3.08K	﹤0.01%	1613
2021 Q2	$30K	Sell	1,165 -47	-4%	-$1.19K	﹤0.01%	1606
2021 Q1	$30K	Buy	1,212 +217	+22%	+$5.44K	﹤0.01%	1493
2020 Q4	$25K	Buy	+995	New	+$24.3K	﹤0.01%	1458

Other funds holding SHYD

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's SHYD Position: Q4 2021 in Review

Next Financial Group reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 40% in Q4 2021, selling an estimated $12.7K and leaving 778 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Next Financial Group first reported a position in SHYD in Q4 2020 and has held it in 5 quarters since. The position peaked at $32K in Q3 2021. 111 funds tracked by Wall St. Rank hold SHYD as of Q4 2021.

Next Financial Group held 778 shares of VanEck Short High Yield Muni ETF worth $20K as of Q4 2021.
Next Financial Group sold 508 VanEck Short High Yield Muni ETF shares in Q4 2021, an estimated $12.7K.
VanEck Short High Yield Muni ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1892 holding.
Next Financial Group first reported a position in VanEck Short High Yield Muni ETF in Q4 2020 and has held it in 5 quarters since.
Next Financial Group's VanEck Short High Yield Muni ETF position peaked at $32K in Q3 2021.
111 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.