Raymond James Financial Services Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Raymond James Financial Services 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
2024 Q3	$2.19M	Buy	96,174 +3,670	+4%	+$82.5K	﹤0.01%	1685
2024 Q2	$2.07M	Sell	92,504 -5,938	-6%	-$132K	﹤0.01%	1646
2024 Q1	$2.21M	Sell	98,442 -3,328	-3%	-$73.9K	﹤0.01%	1594
2023 Q4	$2.25M	Sell	101,770 -11,790	-10%	-$256K	﹤0.01%	1513
2023 Q3	$2.46M	Buy	113,560 +23,177	+26%	+$511K	﹤0.01%	1395
2023 Q2	$2.02M	Sell	90,383 -23,909	-21%	-$532K	﹤0.01%	1507
2023 Q1	$2.55M	Buy	114,292 +25,102	+28%	+$562K	﹤0.01%	1351
2022 Q4	$1.99M	Sell	89,190 -30,899	-26%	-$680K	﹤0.01%	1443
2022 Q3	$2.61M	Sell	120,089 -21,754	-15%	-$493K	0.01%	1276
2022 Q2	$3.19M	Sell	141,843 -37,522	-21%	-$849K	0.01%	1175
2022 Q1	$4.17M	Buy	179,365 +37,334	+26%	+$903K	0.01%	1106
2021 Q4	$3.57M	Buy	142,031 +23,958	+20%	+$600K	0.01%	1189
2021 Q3	$2.96M	Buy	118,073 +53,635	+83%	+$1.36M	0.01%	1258
2021 Q2	$1.64M	Buy	64,438 +20,895	+48%	+$527K	﹤0.01%	1610
2021 Q1	$1.09M	Buy	43,543 +3,470	+9%	+$87K	﹤0.01%	1795
2020 Q4	$994K	Sell	40,073 -1,336	-3%	-$32.7K	﹤0.01%	1708
2020 Q3	$1.01M	Buy	41,409 +2,883	+7%	+$69.9K	﹤0.01%	1551
2020 Q2	$918K	Buy	38,526 +15,940	+71%	+$363K	﹤0.01%	1543
2020 Q1	$508K	Buy	+22,586	New	+$553K	﹤0.01%	1544
2018 Q4	–	Sell	-14,215	Closed	-$346K	–	2801
2018 Q3	$346K	Buy	14,215 +2,451	+21%	+$59.9K	﹤0.01%	2178
2018 Q2	$288K	Buy	+11,764	New	+$286K	﹤0.01%	2265
2017 Q1	–	Sell	-18,140	Closed	-$432K	–	2500
2016 Q4	$432K	Buy	+18,140	New	+$441K	﹤0.01%	1607

Other funds holding SHYD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

Raymond James Financial Services Advisors's SHYD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its VanEck Short High Yield Muni ETF (SHYD) stake by 4% in Q3 2024, buying an estimated $82.5K and bringing the position to 96,174 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Raymond James Financial Services Advisors first reported a position in SHYD in Q4 2016 and has held it in 22 quarters since. The position peaked at $4.17M in Q1 2022. 117 funds tracked by Wall St. Rank hold SHYD as of Q3 2024.

Raymond James Financial Services Advisors held 96,174 shares of VanEck Short High Yield Muni ETF worth $2.19M as of Q3 2024.
Raymond James Financial Services Advisors bought 3,670 VanEck Short High Yield Muni ETF shares in Q3 2024, an estimated $82.5K.
VanEck Short High Yield Muni ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1685 holding.
Raymond James Financial Services Advisors first reported a position in VanEck Short High Yield Muni ETF in Q4 2016 and has held it in 22 quarters since.
Raymond James Financial Services Advisors's VanEck Short High Yield Muni ETF position peaked at $4.17M in Q1 2022.
117 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.