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

Stone Summit 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
2023 Q4	–	Sell	-24,387	Closed	-$527K	–	142
2023 Q3	$527K	Sell	24,387 -1,251	-5%	-$27.6K	0.23%	95
2023 Q2	$572K	Buy	25,638 +4,475	+21%	+$99.6K	0.24%	87
2023 Q1	$472K	Buy	21,163 +1,750	+9%	+$39.2K	0.21%	90
2022 Q4	$432K	Buy	19,413 +6,270	+48%	+$138K	0.21%	92
2022 Q3	$286K	Sell	13,143 -1,697	-11%	-$38.4K	0.18%	108
2022 Q2	$334K	Buy	+14,840	New	+$336K	0.2%	102

Other funds holding SHYD

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

FFA

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

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

GSIS

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stone Summit Wealth's SHYD Position: Q4 2023 in Review

Stone Summit Wealth sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2023, closing a stake of 24,387 shares — an estimated $527K sold.

Stone Summit Wealth first reported a position in SHYD in Q2 2022 and held it in 6 quarters. The position peaked at $572K in Q2 2023. 120 funds tracked by Wall St. Rank hold SHYD as of Q4 2023.

Stone Summit Wealth reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
Stone Summit Wealth sold 24,387 VanEck Short High Yield Muni ETF shares in Q4 2023, an estimated $527K.
Stone Summit Wealth first reported a position in VanEck Short High Yield Muni ETF in Q2 2022 and held it in 6 quarters.
Stone Summit Wealth's VanEck Short High Yield Muni ETF position peaked at $572K in Q2 2023.
120 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2023.

Based on Stone Summit Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.