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

PBMares 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
2021
Q2 		– Sell
-8,309
Closed -$208K – 153
2021
Q1 		$208K Buy
+8,309
New +$208K 0.17% 137

Other funds holding SHYD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

PBMares Wealth Management's SHYD Position: Q2 2021 in Review

PBMares Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2021, closing a stake of 8,309 shares — an estimated $208K sold.

PBMares Wealth Management first reported a position in SHYD in Q1 2021 and held it in 1 quarter. The position peaked at $208K in Q1 2021. 98 funds tracked by Wall St. Rank hold SHYD as of Q2 2021.

  • PBMares Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2021 after selling out during the quarter.
  • PBMares Wealth Management sold 8,309 VanEck Short High Yield Muni ETF shares in Q2 2021, an estimated $208K.
  • PBMares Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q1 2021 and held it in 1 quarter.
  • PBMares Wealth Management's VanEck Short High Yield Muni ETF position peaked at $208K in Q1 2021.
  • 98 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2021.

Based on PBMares Wealth Management's 13F filing for Q2 2021, filed 13 Jul 2021.