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Simplicity Solutions’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-15,634
Closed -$381K – 981
2020
Q3 		$381K Buy
15,634
+4,513
+41% +$109K 0.01% 679
2020
Q2 		$265K Sell
11,121
-43,567
-80% -$991K 0.01% 762
2020
Q1 		$1.23M Buy
+54,688
New +$1.34M 0.04% 305

Other funds holding SHYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $74.2B AUM 21.09% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

Simplicity Solutions's SHYD Position: Q4 2020 in Review

Simplicity Solutions sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2020, closing a stake of 15,634 shares — an estimated $381K sold.

Simplicity Solutions first reported a position in SHYD in Q1 2020 and held it in 3 quarters. The position peaked at $1.23M in Q1 2020. 75 funds tracked by Wall St. Rank hold SHYD as of Q4 2020.

  • Simplicity Solutions reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2020 after selling out during the quarter.
  • Simplicity Solutions sold 15,634 VanEck Short High Yield Muni ETF shares in Q4 2020, an estimated $381K.
  • Simplicity Solutions first reported a position in VanEck Short High Yield Muni ETF in Q1 2020 and held it in 3 quarters.
  • Simplicity Solutions's VanEck Short High Yield Muni ETF position peaked at $1.23M in Q1 2020.
  • 75 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.