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

Simplicity Wealth’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
2022 Q2	–	Sell	-33,842	Closed	-$787K	–	62
2022 Q1	$787K	Sell	33,842 -14,277	-30%	-$345K	0.77%	36
2021 Q4	$1.21M	Buy	+48,119	New	+$1.2M	0.65%	34

Other funds holding SHYD

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

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Simplicity Wealth's SHYD Position: Q2 2022 in Review

Simplicity Wealth sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2022, closing a stake of 33,842 shares — an estimated $787K sold.

Simplicity Wealth first reported a position in SHYD in Q4 2021 and held it in 2 quarters. The position peaked at $1.21M in Q4 2021. 103 funds tracked by Wall St. Rank hold SHYD as of Q2 2022.

Simplicity Wealth reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2022 after selling out during the quarter.
Simplicity Wealth sold 33,842 VanEck Short High Yield Muni ETF shares in Q2 2022, an estimated $787K.
Simplicity Wealth first reported a position in VanEck Short High Yield Muni ETF in Q4 2021 and held it in 2 quarters.
Simplicity Wealth's VanEck Short High Yield Muni ETF position peaked at $1.21M in Q4 2021.
103 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2022.

Based on Simplicity Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.