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Peddock Capital Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Peddock Capital Advisors’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
Q4 		– Sell
-33,875
Closed -$737K – 147
2022
Q3 		$737K Buy
33,875
+21,880
+182% +$496K 0.3% 79
2022
Q2 		$269K Hold
11,995
– – 0.11% 131
2022
Q1 		$279K Buy
+11,995
New +$290K 0.09% 136

Other funds holding SHYD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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

Peddock Capital Advisors's SHYD Position: Q4 2022 in Review

Peddock Capital Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2022, closing a stake of 33,875 shares — an estimated $737K sold.

Peddock Capital Advisors first reported a position in SHYD in Q1 2022 and held it in 3 quarters. The position peaked at $737K in Q3 2022. 109 funds tracked by Wall St. Rank hold SHYD as of Q4 2022.

  • Peddock Capital Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
  • Peddock Capital Advisors sold 33,875 VanEck Short High Yield Muni ETF shares in Q4 2022, an estimated $737K.
  • Peddock Capital Advisors first reported a position in VanEck Short High Yield Muni ETF in Q1 2022 and held it in 3 quarters.
  • Peddock Capital Advisors's VanEck Short High Yield Muni ETF position peaked at $737K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2022.

Based on Peddock Capital Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.