Whittier Trust’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Whittier Trust’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	-4,192	Closed	-$91K	–	1717
2022 Q3	$91K	Hold	4,192	–	–	﹤0.01%	818
2022 Q2	$94K	Hold	4,192	–	–	﹤0.01%	807
2022 Q1	$97K	Hold	4,192	–	–	﹤0.01%	828
2021 Q4	$105K	Hold	4,192	–	–	﹤0.01%	812
2021 Q3	$105K	Hold	4,192	–	–	﹤0.01%	768
2021 Q2	$107K	Hold	4,192	–	–	﹤0.01%	787
2021 Q1	$105K	Hold	4,192	–	–	﹤0.01%	767
2020 Q4	$104K	Hold	4,192	–	–	﹤0.01%	700
2020 Q3	$102K	Hold	4,192	–	–	﹤0.01%	700
2020 Q2	$100K	Hold	4,192	–	–	﹤0.01%	676
2020 Q1	$94K	Buy	+4,192	New	+$103K	﹤0.01%	672

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

Whittier Trust's SHYD Position: Q4 2022 in Review

Whittier Trust sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2022, closing a stake of 4,192 shares — an estimated $91K sold.

Whittier Trust first reported a position in SHYD in Q1 2020 and held it in 11 quarters. The position peaked at $107K in Q2 2021. 109 funds tracked by Wall St. Rank hold SHYD as of Q4 2022.

Whittier Trust reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
Whittier Trust sold 4,192 VanEck Short High Yield Muni ETF shares in Q4 2022, an estimated $91K.
Whittier Trust first reported a position in VanEck Short High Yield Muni ETF in Q1 2020 and held it in 11 quarters.
Whittier Trust's VanEck Short High Yield Muni ETF position peaked at $107K in Q2 2021.
109 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.