Sandy Spring Bank’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Sandy Spring Bank’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 Q1	–	Sell	-226	Closed	-$5K	–	1289
2023 Q4	$5K	Buy	+226	New	+$4.91K	﹤0.01%	914

Other funds holding SHYD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FFA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Sandy Spring Bank's SHYD Position: Q1 2024 in Review

Sandy Spring Bank sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2024, closing a stake of 226 shares — an estimated $5K sold.

Sandy Spring Bank first reported a position in SHYD in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 109 funds tracked by Wall St. Rank hold SHYD as of Q1 2024.

Sandy Spring Bank reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
Sandy Spring Bank sold 226 VanEck Short High Yield Muni ETF shares in Q1 2024, an estimated $5K.
Sandy Spring Bank first reported a position in VanEck Short High Yield Muni ETF in Q4 2023 and held it in 1 quarter.
Sandy Spring Bank's VanEck Short High Yield Muni ETF position peaked at $5K in Q4 2023.
109 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2024.

Based on Sandy Spring Bank's 13F filing for Q1 2024, filed 8 May 2024.