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Allen Capital Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Allen Capital Group’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 		$455K Hold
19,863
– – 0.04% 217
2026
Q1 		$450K Sell
19,863
-894
-4% -$20.5K 0.04% 206
2025
Q4 		$476K Hold
20,757
– – 0.04% 198
2025
Q3 		$475K Hold
20,757
– – 0.04% 192
2025
Q2 		$469K Sell
20,757
-4,444
-18% -$99.3K 0.05% 192
2025
Q1 		$567K Hold
25,201
– – 0.06% 153
2024
Q4 		$567K Buy
25,201
+6,893
+38% +$156K 0.07% 141
2024
Q3 		$416K Sell
18,308
-2,250
-11% -$50.6K 0.05% 161
2024
Q2 		$460K Hold
20,558
– – 0.06% 136
2024
Q1 		$461K Hold
20,558
– – 0.06% 133
2023
Q4 		$455K Sell
20,558
-5,886
-22% -$128K 0.07% 127
2023
Q3 		$568K Buy
26,444
+1,859
+8% +$41K 0.1% 114
2023
Q2 		$548K Buy
24,585
+1,786
+8% +$39.7K 0.09% 117
2023
Q1 		$508K Buy
+22,799
New +$510K 0.09% 122
2022
Q4 		– Sell
-15,318
Closed -$333K – 149
2022
Q3 		$333K Buy
15,318
+3,960
+35% +$89.7K 0.08% 129
2022
Q2 		$255K Hold
11,358
– – 0.05% 134
2022
Q1 		$264K Sell
11,358
-3,425
-23% -$82.8K 0.05% 142
2021
Q4 		$372K Hold
14,783
– – 0.05% 130
2021
Q3 		$371K Sell
14,783
-2,740
-16% -$69.7K 0.07% 118
2021
Q2 		$446K Buy
17,523
+985
+6% +$24.8K 0.09% 106
2021
Q1 		$414K Buy
16,538
+2,385
+17% +$59.8K 0.09% 110
2020
Q4 		$351K Hold
14,153
– – 0.08% 112
2020
Q3 		$343K Buy
+14,153
New +$343K 0.09% 109

Other funds holding SHYD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allen Capital Group's SHYD Position: Q2 2026 in Review

Allen Capital Group held its VanEck Short High Yield Muni ETF (SHYD) position steady in Q2 2026 at 19,863 shares worth $455K. The position accounts for 0.04% of the portfolio, ranked #217.

Allen Capital Group first reported a position in SHYD in Q3 2020 and has held it in 23 quarters since. The position peaked at $568K in Q3 2023. 153 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

  • Allen Capital Group held 19,863 shares of VanEck Short High Yield Muni ETF worth $455K as of Q2 2026.
  • Allen Capital Group left its VanEck Short High Yield Muni ETF share count unchanged in Q2 2026.
  • VanEck Short High Yield Muni ETF made up 0.04% of Allen Capital Group's portfolio in Q2 2026, its #217 holding.
  • Allen Capital Group first reported a position in VanEck Short High Yield Muni ETF in Q3 2020 and has held it in 23 quarters since.
  • Allen Capital Group's VanEck Short High Yield Muni ETF position peaked at $568K in Q3 2023.
  • 153 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.