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

Wealthcare Advisory Partners’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
2024 Q3	–	Sell	-16,284	Closed	-$364K	–	899
2024 Q2	$364K	Sell	16,284 -92,377	-85%	-$2.06M	0.01%	616
2024 Q1	$2.44M	Buy	108,661 +4,463	+4%	+$99.1K	0.08%	206
2023 Q4	$2.31M	Buy	104,198 +15,027	+17%	+$326K	0.09%	175
2023 Q3	$1.93M	Sell	89,171 -2,316	-3%	-$51.1K	0.09%	179
2023 Q2	$2.04M	Buy	91,487 +20,648	+29%	+$459K	0.09%	174
2023 Q1	$1.58M	Buy	70,839 +12,422	+21%	+$278K	0.07%	215
2022 Q4	$1.3M	Buy	58,417 +17,533	+43%	+$386K	0.06%	230
2022 Q3	$890K	Buy	+40,884	New	+$926K	0.05%	253

Other funds holding SHYD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

FFA

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

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

Wealthcare Advisory Partners's SHYD Position: Q3 2024 in Review

Wealthcare Advisory Partners sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2024, closing a stake of 16,284 shares — an estimated $364K sold.

Wealthcare Advisory Partners first reported a position in SHYD in Q3 2022 and held it in 8 quarters. The position peaked at $2.44M in Q1 2024. 117 funds tracked by Wall St. Rank hold SHYD as of Q3 2024.

Wealthcare Advisory Partners reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 16,284 VanEck Short High Yield Muni ETF shares in Q3 2024, an estimated $364K.
Wealthcare Advisory Partners first reported a position in VanEck Short High Yield Muni ETF in Q3 2022 and held it in 8 quarters.
Wealthcare Advisory Partners's VanEck Short High Yield Muni ETF position peaked at $2.44M in Q1 2024.
117 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2024, filed 4 Nov 2024.