NWAM LLC’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

NWAM LLC’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 Q1	–	Sell	-10,596	Closed	-$266K	–	562
2021 Q4	$266K	Hold	10,596	–	–	0.02%	435
2021 Q3	$266K	Hold	10,596	–	–	0.02%	421
2021 Q2	$270K	Hold	10,596	–	–	0.03%	395
2021 Q1	$265K	Sell	10,596 -780	-7%	-$19.6K	0.03%	402
2020 Q4	$282K	Sell	11,376 -1,194	-9%	-$29.2K	0.03%	361
2020 Q3	$306K	Buy	+12,570	New	+$305K	0.05%	193

Other funds holding SHYD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

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

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

TIM

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

NWAM LLC's SHYD Position: Q1 2022 in Review

NWAM LLC sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2022, closing a stake of 10,596 shares — an estimated $266K sold.

NWAM LLC first reported a position in SHYD in Q3 2020 and held it in 6 quarters. The position peaked at $306K in Q3 2020. 102 funds tracked by Wall St. Rank hold SHYD as of Q1 2022.

NWAM LLC reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
NWAM LLC sold 10,596 VanEck Short High Yield Muni ETF shares in Q1 2022, an estimated $266K.
NWAM LLC first reported a position in VanEck Short High Yield Muni ETF in Q3 2020 and held it in 6 quarters.
NWAM LLC's VanEck Short High Yield Muni ETF position peaked at $306K in Q3 2020.
102 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2022.

Based on NWAM LLC's 13F filing for Q1 2022, filed 12 May 2022.