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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
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 $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aspen Wealth Strategies's SHYD Position: Q1 2026 in Review

Aspen Wealth Strategies held its VanEck Short High Yield Muni ETF (SHYD) position steady in Q1 2026 at 11,555 shares worth $262K. The position accounts for 0.14% of the portfolio, ranked #80.

Aspen Wealth Strategies first reported a position in SHYD in Q3 2025 and has held it in 3 quarters since. The position peaked at $270K in Q3 2025. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

  • Aspen Wealth Strategies held 11,555 shares of VanEck Short High Yield Muni ETF worth $262K as of Q1 2026.
  • Aspen Wealth Strategies left its VanEck Short High Yield Muni ETF share count unchanged in Q1 2026.
  • VanEck Short High Yield Muni ETF made up 0.14% of Aspen Wealth Strategies's portfolio in Q1 2026, its #80 holding.
  • Aspen Wealth Strategies first reported a position in VanEck Short High Yield Muni ETF in Q3 2025 and has held it in 3 quarters since.
  • Aspen Wealth Strategies's VanEck Short High Yield Muni ETF position peaked at $270K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.