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Aspen Wealth Strategies’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Aspen Wealth Strategies’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 		$260K Sell
11,335
-220
-2% -$5K 0.13% 76
2026
Q1 		$262K Hold
11,555
– – 0.14% 80
2025
Q4 		$265K Sell
11,555
-223
-2% -$5.09K 0.14% 75
2025
Q3 		$270K Buy
+11,778
New +$267K 0.15% 77

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

Aspen Wealth Strategies's SHYD Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 1.9% in Q2 2026, selling an estimated $5K and leaving 11,335 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #76.

Aspen Wealth Strategies first reported a position in SHYD in Q3 2025 and has held it in 4 quarters since. The position peaked at $270K in Q3 2025. 153 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

  • Aspen Wealth Strategies held 11,335 shares of VanEck Short High Yield Muni ETF worth $260K as of Q2 2026.
  • Aspen Wealth Strategies sold 220 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $5K.
  • VanEck Short High Yield Muni ETF made up 0.13% of Aspen Wealth Strategies's portfolio in Q2 2026, its #76 holding.
  • Aspen Wealth Strategies first reported a position in VanEck Short High Yield Muni ETF in Q3 2025 and has held it in 4 quarters since.
  • Aspen Wealth Strategies's VanEck Short High Yield Muni ETF position peaked at $270K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.