Smart Money Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Smart Money Group’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 Q4	–	Sell	-28,628	Closed	-$623K	–	50
2022 Q3	$623K	Sell	28,628 -125	-0.4%	-$2.83K	0.42%	26
2022 Q2	$646K	Sell	28,753 -4,680	-14%	-$106K	0.45%	29
2022 Q1	$778K	Sell	33,433 -4,190	-11%	-$101K	0.52%	33
2021 Q4	$946K	Buy	37,623 +461	+1%	+$11.5K	0.6%	36
2021 Q3	$933K	Buy	37,162 +6,258	+20%	+$159K	0.68%	35
2021 Q2	$736K	Sell	30,904 -1,178	-4%	-$29.7K	0.84%	23
2021 Q1	$803K	Sell	32,082 -5,121	-14%	-$128K	0.67%	33
2020 Q4	$923K	Buy	37,203 +1,192	+3%	+$29.1K	0.78%	27
2020 Q3	$878K	Buy	36,011 +5,107	+17%	+$124K	0.38%	59
2020 Q2	$736K	Buy	30,904 +2,197	+8%	+$50K	0.44%	49
2020 Q1	$646K	Buy	28,707 +5,719	+25%	+$140K	0.45%	51
2019 Q4	$579K	Buy	+22,988	New	+$578K	0.34%	54

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

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

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

CAL

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smart Money Group's SHYD Position: Q4 2022 in Review

Smart Money Group sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2022, closing a stake of 28,628 shares — an estimated $623K sold.

Smart Money Group first reported a position in SHYD in Q4 2019 and held it in 12 quarters. The position peaked at $946K in Q4 2021. 109 funds tracked by Wall St. Rank hold SHYD as of Q4 2022.

Smart Money Group reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
Smart Money Group sold 28,628 VanEck Short High Yield Muni ETF shares in Q4 2022, an estimated $623K.
Smart Money Group first reported a position in VanEck Short High Yield Muni ETF in Q4 2019 and held it in 12 quarters.
Smart Money Group's VanEck Short High Yield Muni ETF position peaked at $946K in Q4 2021.
109 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2022.

Based on Smart Money Group's 13F filing for Q4 2022, filed 24 Jan 2023.