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Mkt Vectors Short H/y Mun Inde ef shares owned by LWS Wealth Advisors

Quarter-by-quarter ownership of Mkt Vectors Short H/y Mun Inde ef (SHYD) shares owned by LWS Wealth Advisors from 13F filings

Historical chart of LWS Wealth Advisors investment in Mkt Vectors Short H/y Mun Inde ef

Tip: Access up to 7 years of quarterly data

All positions including Mkt Vectors Short H/y Mun Inde ef held by LWS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mkt Vectors Short H/y Mun Inde ef by LWS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $500k 23k 22.15
2022-09-30 $8.7M 402k 21.77

More positions owned by LWS Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for LWS Wealth Advisors

Top funds holding Mkt Vectors Short H/y Mun Inde ef

Envestnet Asset Management
Mercer Global Advisors
Wells Fargo & Company
Bank of America Corporation
LPL Financial
Oakmont Partners
Commonwealth Equity Services
Fragasso
UBS Group
Branch Banking & Trust Company
Ameriprise Financial
First Foundation Advisors
Willis Johnson & Associates
High Net Worth Advisory Group
Raymond James Financial Services Advisors

View all funds holding Mkt Vectors Short H/y Mun Inde ef