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Shelton Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Shelton Wealth Management’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,601
Closed -$225K – 75
2021
Q4 		$225K Buy
+3,601
New +$224K 0.18% 66

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Shelton Wealth Management's HYD Position: Q1 2022 in Review

Shelton Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2022, closing a stake of 3,601 shares — an estimated $225K sold.

Shelton Wealth Management first reported a position in HYD in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 294 funds tracked by Wall St. Rank hold HYD as of Q1 2022.

  • Shelton Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
  • Shelton Wealth Management sold 3,601 VanEck High Yield Muni ETF shares in Q1 2022, an estimated $225K.
  • Shelton Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 1 quarter.
  • Shelton Wealth Management's VanEck High Yield Muni ETF position peaked at $225K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2022.

Based on Shelton Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.