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

SteelPeak 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 Q4	–	Sell	-11,500	Closed	-$250K	–	469
2022 Q3	$250K	Hold	11,500	–	–	0.02%	344
2022 Q2	$258K	Sell	11,500 -2,600	-18%	-$58.8K	0.02%	339
2022 Q1	$328K	Hold	14,100	–	–	0.02%	341
2021 Q4	$355K	Buy	14,100 +2,000	+17%	+$50.1K	0.02%	307
2021 Q3	$304K	Buy	12,100 +3,600	+42%	+$91.6K	0.02%	329
2021 Q2	$216K	Buy	+8,500	New	+$214K	0.02%	384

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

SteelPeak Wealth's SHYD Position: Q4 2022 in Review

SteelPeak Wealth sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2022, closing a stake of 11,500 shares — an estimated $250K sold.

SteelPeak Wealth first reported a position in SHYD in Q2 2021 and held it in 6 quarters. The position peaked at $355K in Q4 2021. 109 funds tracked by Wall St. Rank hold SHYD as of Q4 2022.

SteelPeak Wealth reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
SteelPeak Wealth sold 11,500 VanEck Short High Yield Muni ETF shares in Q4 2022, an estimated $250K.
SteelPeak Wealth first reported a position in VanEck Short High Yield Muni ETF in Q2 2021 and held it in 6 quarters.
SteelPeak Wealth's VanEck Short High Yield Muni ETF position peaked at $355K in Q4 2021.
109 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2022.

Based on SteelPeak Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.