ShoreHaven Wealth Partners’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

ShoreHaven Wealth Partners’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
2023 Q1	–	Sell	-10,425	Closed	-$232K	–	83
2022 Q4	$232K	Buy	+10,425	New	+$229K	0.16%	68
2022 Q3	–	Sell	-21,279	Closed	-$477K	–	81
2022 Q2	$477K	Buy	+21,279	New	+$481K	0.34%	51

Other funds holding SHYD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ShoreHaven Wealth Partners's SHYD Position: Q1 2023 in Review

ShoreHaven Wealth Partners sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2023, closing a stake of 10,425 shares — an estimated $232K sold.

ShoreHaven Wealth Partners first reported a position in SHYD in Q2 2022 and held it in 2 quarters. The position peaked at $477K in Q2 2022. 113 funds tracked by Wall St. Rank hold SHYD as of Q1 2023.

ShoreHaven Wealth Partners reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
ShoreHaven Wealth Partners sold 10,425 VanEck Short High Yield Muni ETF shares in Q1 2023, an estimated $232K.
ShoreHaven Wealth Partners first reported a position in VanEck Short High Yield Muni ETF in Q2 2022 and held it in 2 quarters.
ShoreHaven Wealth Partners's VanEck Short High Yield Muni ETF position peaked at $477K in Q2 2022.
113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2023, filed 14 Apr 2023.