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Mkt Vectors Short H/y Mun Inde ef shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Mkt Vectors Short H/y Mun Inde ef

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All positions including Mkt Vectors Short H/y Mun Inde ef held by Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 73k 22.90
2025-06-30 $1.6M 73k 22.59
2025-03-31 $1.7M 78k 22.49
2024-12-31 $1.9M 85k 22.48

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iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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