Avantax Advisory Services’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Avantax Advisory Services’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 Q2	$247K	Sell	10,916 -5,047	-32%	-$113K	﹤0.01%	2061
2025 Q1	$359K	Buy	15,963 +4,420	+38%	+$100K	﹤0.01%	1708
2024 Q4	$259K	Buy	11,543 +1,104	+11%	+$25K	﹤0.01%	1884
2024 Q3	$237K	Sell	10,439 -498	-5%	-$11.2K	﹤0.01%	1915
2024 Q2	$245K	Sell	10,937 -174	-2%	-$3.87K	﹤0.01%	1827
2024 Q1	$249K	Buy	11,111 +669	+6%	+$14.9K	﹤0.01%	1411
2023 Q4	$231K	Buy	10,442 +139	+1%	+$3.02K	﹤0.01%	1388
2023 Q3	$223K	Buy	10,303 +202	+2%	+$4.46K	﹤0.01%	1369
2023 Q2	$225K	Buy	10,101 +12	+0.1%	+$267	﹤0.01%	1345
2023 Q1	$225K	Buy	+10,089	New	+$226K	﹤0.01%	1305

Other funds holding SHYD

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FFA

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

Avantax Advisory Services's SHYD Position: Q2 2025 in Review

Avantax Advisory Services reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 32% in Q2 2025, selling an estimated $113K and leaving 10,916 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Avantax Advisory Services first reported a position in SHYD in Q1 2023 and has held it in 10 quarters since. The position peaked at $359K in Q1 2025. 131 funds tracked by Wall St. Rank hold SHYD as of Q2 2025.

Avantax Advisory Services held 10,916 shares of VanEck Short High Yield Muni ETF worth $247K as of Q2 2025.
Avantax Advisory Services sold 5,047 VanEck Short High Yield Muni ETF shares in Q2 2025, an estimated $113K.
VanEck Short High Yield Muni ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2061 holding.
Avantax Advisory Services first reported a position in VanEck Short High Yield Muni ETF in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's VanEck Short High Yield Muni ETF position peaked at $359K in Q1 2025.
131 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.