Sargent Bickham Lagudis’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Sargent Bickham Lagudis’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
2020 Q2	–	Sell	-541	Closed	-$12K	–	813
2020 Q1	$12K	Hold	541	–	–	﹤0.01%	533
2019 Q4	$14K	Buy	541 +4	+0.7%	+$101	﹤0.01%	573
2019 Q3	$14K	Buy	537 +5	+0.9%	+$126	﹤0.01%	530
2019 Q2	$13K	Buy	532 +4	+0.8%	+$99	﹤0.01%	559
2019 Q1	$13K	Buy	528 +4	+0.8%	+$98	﹤0.01%	576
2018 Q4	$13K	Buy	524 +4	+0.8%	+$96	﹤0.01%	557
2018 Q3	$13K	Buy	520 +4	+0.8%	+$98	﹤0.01%	568
2018 Q2	$13K	Buy	516 +4	+0.8%	+$97	﹤0.01%	549
2018 Q1	$12K	Buy	512 +4	+0.8%	+$97	﹤0.01%	550
2017 Q4	$12K	Buy	508 +4	+0.8%	+$97	﹤0.01%	580
2017 Q3	$12K	Buy	504 +4	+0.8%	+$98	﹤0.01%	582
2017 Q2	$12K	Buy	+500	New	+$12.1K	﹤0.01%	551

Other funds holding SHYD

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Sargent Bickham Lagudis's SHYD Position: Q2 2020 in Review

Sargent Bickham Lagudis sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2020, closing a stake of 541 shares — an estimated $12K sold.

Sargent Bickham Lagudis first reported a position in SHYD in Q2 2017 and held it in 12 quarters. The position peaked at $14K in Q4 2019. 68 funds tracked by Wall St. Rank hold SHYD as of Q2 2020.

Sargent Bickham Lagudis reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 541 VanEck Short High Yield Muni ETF shares in Q2 2020, an estimated $12K.
Sargent Bickham Lagudis first reported a position in VanEck Short High Yield Muni ETF in Q2 2017 and held it in 12 quarters.
Sargent Bickham Lagudis's VanEck Short High Yield Muni ETF position peaked at $14K in Q4 2019.
68 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2020, filed 7 Sep 2021.