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Safeguard Investment Advisory Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-130
Closed -$3K – 595
2020
Q4 		$3K Buy
+130
New +$3.18K ﹤0.01% 602

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Safeguard Investment Advisory Group's SHYD Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2021, closing a stake of 130 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in SHYD in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 89 funds tracked by Wall St. Rank hold SHYD as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 130 VanEck Short High Yield Muni ETF shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in VanEck Short High Yield Muni ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's VanEck Short High Yield Muni ETF position peaked at $3K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.