Patriot Financial Group Insurance Agency’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-765	Closed	-$17K	–	1689
2022 Q2	$17K	Sell	765 -1,943	-72%	-$44K	﹤0.01%	1074
2022 Q1	$63K	Hold	2,708	–	–	0.01%	716
2021 Q4	$68K	Sell	2,708 -605	-18%	-$15.1K	0.01%	763
2021 Q3	$83K	Hold	3,313	–	–	0.01%	709
2021 Q2	$84K	Hold	3,313	–	–	0.02%	686
2021 Q1	$83K	Buy	3,313 +211	+7%	+$5.29K	0.02%	617
2020 Q4	$77K	Sell	3,102 -983	-24%	-$24K	0.02%	566
2020 Q3	$80K	Buy	4,085 +1,306	+47%	+$31.7K	0.03%	441
2020 Q2	$66K	Sell	2,779 -224	-7%	-$5.1K	0.03%	448
2020 Q1	$68K	Buy	3,003 +428	+17%	+$10.5K	0.03%	393
2019 Q4	$65K	Buy	2,575 +177	+7%	+$4.45K	0.02%	425
2019 Q3	$60K	Hold	2,398	–	–	0.03%	415
2019 Q2	$60K	Buy	2,398 +185	+8%	+$4.59K	0.03%	406
2019 Q1	$55K	Buy	+2,213	New	+$54K	0.03%	368

Other funds holding SHYD

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

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

CAL

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

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

Patriot Financial Group Insurance Agency's SHYD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2022, closing a stake of 765 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in SHYD in Q1 2019 and held it in 14 quarters. The position peaked at $84K in Q2 2021. 102 funds tracked by Wall St. Rank hold SHYD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 765 VanEck Short High Yield Muni ETF shares in Q3 2022, an estimated $17K.
Patriot Financial Group Insurance Agency first reported a position in VanEck Short High Yield Muni ETF in Q1 2019 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's VanEck Short High Yield Muni ETF position peaked at $84K in Q2 2021.
102 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.