American Capital Advisory’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

American Capital Advisory’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
2025 Q4	–	Sell	-327	Closed	-$7.49K	–	1135
2025 Q3	$7.49K	Hold	327	–	–	﹤0.01%	329
2025 Q2	$7.39K	Hold	327	–	–	﹤0.01%	311
2025 Q1	$7.36K	Hold	327	–	–	﹤0.01%	314
2024 Q4	$7.35K	Hold	327	–	–	﹤0.01%	322
2024 Q3	$7.43K	Hold	327	–	–	﹤0.01%	312
2024 Q2	$7.24K	Hold	327	–	–	0.01%	284
2024 Q1	$7.29K	Hold	327	–	–	0.01%	282
2023 Q4	$7.24K	Buy	+327	New	+$7.1K	0.01%	284

Other funds holding SHYD

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return