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

Redwood Wealth Management Group’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 		– Sell
-98
Closed -$2.19K – 921
2024
Q2 		$2.19K Buy
+98
New +$2.18K ﹤0.01% 884

Other funds holding SHYD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Redwood Wealth Management Group's SHYD Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2024, closing a stake of 98 shares — an estimated $2.19K sold.

Redwood Wealth Management Group first reported a position in SHYD in Q2 2024 and held it in 1 quarter. The position peaked at $2.19K in Q2 2024. 117 funds tracked by Wall St. Rank hold SHYD as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 98 VanEck Short High Yield Muni ETF shares in Q3 2024, an estimated $2.19K.
  • Redwood Wealth Management Group first reported a position in VanEck Short High Yield Muni ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's VanEck Short High Yield Muni ETF position peaked at $2.19K in Q2 2024.
  • 117 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.