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Mkt Vectors Short H/y Mun Inde ef shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $319k 14k 22.90
2025-06-30 $315k 14k 22.59
2025-03-31 $314k 14k 22.49
2024-12-31 $313k 14k 22.48
2024-09-30 $317k 14k 22.72

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Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

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

Mercer Global Advisors
Wells Fargo & Company
Morgan Stanley
LPL Financial
First Foundation Advisors
Oakmont Partners
Commonwealth Equity Services
Fragasso
Great Valley Advisor Group
Envestnet Asset Management
Raymond James Financial
UBS Group
Ameriprise Financial
Branch Banking & Trust Company
Advisor Group Holdings

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