WFA of San Diego’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

WFA of San Diego’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 Q3	–	Sell	-700	Closed	-$15.6K	–	415
2023 Q2	$15.6K	Buy	+700	New	+$15.6K	0.02%	252
2022 Q3	–	Sell	-400	Closed	-$9K	–	340
2022 Q2	$9K	Buy	+400	New	+$9.05K	0.01%	283

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

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

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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

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

WFA of San Diego's SHYD Position: Q3 2023 in Review

WFA of San Diego sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2023, closing a stake of 700 shares — an estimated $15.6K sold.

WFA of San Diego first reported a position in SHYD in Q2 2022 and held it in 2 quarters. The position peaked at $15.6K in Q2 2023. 110 funds tracked by Wall St. Rank hold SHYD as of Q3 2023.

WFA of San Diego reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2023 after selling out during the quarter.
WFA of San Diego sold 700 VanEck Short High Yield Muni ETF shares in Q3 2023, an estimated $15.6K.
WFA of San Diego first reported a position in VanEck Short High Yield Muni ETF in Q2 2022 and held it in 2 quarters.
WFA of San Diego's VanEck Short High Yield Muni ETF position peaked at $15.6K in Q2 2023.
110 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2023.

Based on WFA of San Diego's 13F filing for Q3 2023, filed 2 Nov 2023.