Steward Partners Investment Advisory’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-616	Closed	-$13.7K	–	3409
2022 Q4	$13.7K	Sell	616 -4,000	-87%	-$88K	﹤0.01%	2420
2022 Q3	$100K	Buy	4,616 +616	+15%	+$13.9K	﹤0.01%	1496
2022 Q2	$90K	Hold	4,000	–	–	﹤0.01%	1539
2022 Q1	$93K	Hold	4,000	–	–	﹤0.01%	1641
2021 Q4	$101K	Hold	4,000	–	–	﹤0.01%	1602
2021 Q3	$100K	Hold	4,000	–	–	﹤0.01%	1552
2021 Q2	$102K	Buy	+4,000	New	+$101K	﹤0.01%	2248

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Steward Partners Investment Advisory's SHYD Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2023, closing a stake of 616 shares — an estimated $13.7K sold.

Steward Partners Investment Advisory first reported a position in SHYD in Q2 2021 and held it in 7 quarters. The position peaked at $102K in Q2 2021. 113 funds tracked by Wall St. Rank hold SHYD as of Q1 2023.

Steward Partners Investment Advisory reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 616 VanEck Short High Yield Muni ETF shares in Q1 2023, an estimated $13.7K.
Steward Partners Investment Advisory first reported a position in VanEck Short High Yield Muni ETF in Q2 2021 and held it in 7 quarters.
Steward Partners Investment Advisory's VanEck Short High Yield Muni ETF position peaked at $102K in Q2 2021.
113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.