Action Point Financial Planning’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Action Point Financial Planning’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
2026 Q2	$68.7K	Buy	+3,000	New	+$68.2K	0.01%	718

Other funds holding SHYD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Action Point Financial Planning's SHYD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in VanEck Short High Yield Muni ETF (SHYD) in Q2 2026: 3,000 shares worth $68.7K. The stake represents 0.01% of the portfolio and ranks #718 among its holdings.

154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Action Point Financial Planning held 3,000 shares of VanEck Short High Yield Muni ETF worth $68.7K as of Q2 2026.
VanEck Short High Yield Muni ETF was a new Action Point Financial Planning position in Q2 2026.
VanEck Short High Yield Muni ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #718 holding.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.