StrategIQ Financial Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

StrategIQ Financial 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
2023 Q4	$695K	Buy	31,421 +6,939	+28%	+$151K	0.08%	180
2023 Q3	$529K	Buy	24,482 +5,942	+32%	+$131K	0.06%	204
2023 Q2	$413K	Buy	+18,540	New	+$412K	0.05%	228

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

StrategIQ Financial Group's SHYD Position: Q4 2023 in Review

StrategIQ Financial Group increased its VanEck Short High Yield Muni ETF (SHYD) stake by 28% in Q4 2023, buying an estimated $151K and bringing the position to 31,421 shares worth $695K. The position accounts for 0.08% of the portfolio, ranked #180.

StrategIQ Financial Group first reported a position in SHYD in Q2 2023 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold SHYD as of Q4 2023.

StrategIQ Financial Group held 31,421 shares of VanEck Short High Yield Muni ETF worth $695K as of Q4 2023.
StrategIQ Financial Group bought 6,939 VanEck Short High Yield Muni ETF shares in Q4 2023, an estimated $151K.
VanEck Short High Yield Muni ETF made up 0.08% of StrategIQ Financial Group's portfolio in Q4 2023, its #180 holding.
StrategIQ Financial Group first reported a position in VanEck Short High Yield Muni ETF in Q2 2023 and has held it in 3 quarters since.
120 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.