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

Orgel 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
2018 Q4	–	Sell	-11,190	Closed	-$272K	–	40
2018 Q3	$272K	Hold	11,190	–	–	0.12%	32
2018 Q2	$274K	Hold	11,190	–	–	0.07%	31
2018 Q1	$271K	Buy	+11,190	New	+$271K	0.07%	31

Other funds holding SHYD

Bank of America

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 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

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return