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

Sugarloaf Wealth Management’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 Q1	–	Sell	-12,551	Closed	-$304K	–	754
2021 Q4	$316K	Hold	12,551	–	–	0.07%	99
2021 Q3	$315K	Sell	12,551 -28	-0.2%	-$713	0.08%	99
2021 Q2	$320K	Buy	12,579 +480	+4%	+$12.1K	0.09%	94
2021 Q1	$314	Buy	+12,099	New	+$303K	0.09%	93

Other funds holding SHYD

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Sugarloaf Wealth Management's SHYD Position: Q1 2022 in Review

Sugarloaf Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2022, closing a stake of 12,551 shares — an estimated $304K sold.

Sugarloaf Wealth Management first reported a position in SHYD in Q1 2021 and held it in 4 quarters. The position peaked at $320K in Q2 2021. 102 funds tracked by Wall St. Rank hold SHYD as of Q1 2022.

Sugarloaf Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 12,551 VanEck Short High Yield Muni ETF shares in Q1 2022, an estimated $304K.
Sugarloaf Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q1 2021 and held it in 4 quarters.
Sugarloaf Wealth Management's VanEck Short High Yield Muni ETF position peaked at $320K in Q2 2021.
102 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.