SimpliFi Inc’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

SimpliFi Inc’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 Q2	–	Sell	-45,391	Closed	-$1.01M	–	39
2023 Q1	$1.01M	Buy	45,391 +33,366	+277%	+$747K	0.5%	18
2022 Q4	$268K	Buy	+12,025	New	+$265K	0.14%	23

Other funds holding SHYD

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

SimpliFi Inc's SHYD Position: Q2 2023 in Review

SimpliFi Inc sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2023, closing a stake of 45,391 shares — an estimated $1.01M sold.

SimpliFi Inc first reported a position in SHYD in Q4 2022 and held it in 2 quarters. The position peaked at $1.01M in Q1 2023. 108 funds tracked by Wall St. Rank hold SHYD as of Q2 2023.

SimpliFi Inc reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2023 after selling out during the quarter.
SimpliFi Inc sold 45,391 VanEck Short High Yield Muni ETF shares in Q2 2023, an estimated $1.01M.
SimpliFi Inc first reported a position in VanEck Short High Yield Muni ETF in Q4 2022 and held it in 2 quarters.
SimpliFi Inc's VanEck Short High Yield Muni ETF position peaked at $1.01M in Q1 2023.
108 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2023.

Based on SimpliFi Inc's 13F filing for Q2 2023, filed 18 Jul 2023.