Pathway Financial Advisers’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Pathway Financial Advisers’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	-237	Closed	-$5.33K	–	451
2024 Q1	$5.33K	Buy	237 +1	+0.4%	+$22	﹤0.01%	392
2023 Q4	$5.23K	Buy	236 +2	+0.9%	+$43	﹤0.01%	407
2023 Q3	$5.07K	Buy	+234	New	+$5.16K	﹤0.01%	414
2023 Q1	$9.12K	Buy	409 +2	+0.5%	+$45	﹤0.01%	395
2022 Q4	$9.05K	Buy	+407	New	+$8.96K	﹤0.01%	437

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 $74.2B AUM 21.09% 1-Year Est. Return

Pathway Financial Advisers's SHYD Position: Q2 2024 in Review

Pathway Financial Advisers sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2024, closing a stake of 237 shares — an estimated $5.33K sold.

Pathway Financial Advisers first reported a position in SHYD in Q4 2022 and held it in 5 quarters. The position peaked at $9.12K in Q1 2023. 113 funds tracked by Wall St. Rank hold SHYD as of Q2 2024.

Pathway Financial Advisers reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
Pathway Financial Advisers sold 237 VanEck Short High Yield Muni ETF shares in Q2 2024, an estimated $5.33K.
Pathway Financial Advisers first reported a position in VanEck Short High Yield Muni ETF in Q4 2022 and held it in 5 quarters.
Pathway Financial Advisers's VanEck Short High Yield Muni ETF position peaked at $9.12K in Q1 2023.
113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2024.

Based on Pathway Financial Advisers's 13F filing for Q2 2024, filed 20 Aug 2024.