Summit Wealth & Retirement Planning’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Summit Wealth & Retirement Planning’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	-67,921	Closed	-$1.48M	–	122
2022 Q3	$1.48M	Hold	67,921	–	–	0.59%	30
2022 Q2	$1.53M	Sell	67,921 -510	-0.7%	-$11.5K	0.59%	33
2022 Q1	$1.59M	Sell	68,431 -1,151	-2%	-$27.8K	0.56%	33
2021 Q4	$1.75M	Buy	69,582 +774	+1%	+$19.4K	0.6%	30
2021 Q3	$1.73M	Sell	68,808 -9,055	-12%	-$230K	0.63%	32
2021 Q2	$1.98M	Sell	77,863 -2,402	-3%	-$60.6K	0.73%	29
2021 Q1	$2.01M	Buy	80,265 +23,655	+42%	+$593K	0.75%	29
2020 Q4	$1.4M	Buy	56,610 +3,128	+6%	+$76.5K	0.53%	37
2020 Q3	$1.3M	Buy	53,482 +390	+0.7%	+$9.46K	0.56%	37
2020 Q2	$1.26M	Sell	53,092 -2,707	-5%	-$61.6K	0.59%	40
2020 Q1	$1.26M	Buy	55,799 +1,910	+4%	+$46.7K	0.67%	39
2019 Q4	$1.36M	Buy	53,889 +4,205	+8%	+$106K	0.6%	37
2019 Q3	$1.25M	Buy	49,684 +5,646	+13%	+$142K	0.76%	33
2019 Q2	$1.1M	Sell	44,038 -15,487	-26%	-$385K	0.65%	37
2019 Q1	$1.47M	Buy	59,525 +2,000	+3%	+$48.8K	0.87%	27
2018 Q4	$1.39M	Buy	+57,525	New	+$1.39M	1.06%	24

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

Summit Wealth & Retirement Planning's SHYD Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2022, closing a stake of 67,921 shares — an estimated $1.48M sold.

Summit Wealth & Retirement Planning first reported a position in SHYD in Q4 2018 and held it in 16 quarters. The position peaked at $2.01M in Q1 2021. 109 funds tracked by Wall St. Rank hold SHYD as of Q4 2022.

Summit Wealth & Retirement Planning reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 67,921 VanEck Short High Yield Muni ETF shares in Q4 2022, an estimated $1.48M.
Summit Wealth & Retirement Planning first reported a position in VanEck Short High Yield Muni ETF in Q4 2018 and held it in 16 quarters.
Summit Wealth & Retirement Planning's VanEck Short High Yield Muni ETF position peaked at $2.01M in Q1 2021.
109 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.