B. Riley Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-10,144	Closed	-$232K	–	1087
2025 Q4	$232K	Sell	10,144 -25	-0.2%	-$571	0.01%	804
2025 Q3	$233K	Sell	10,169 -200	-2%	-$4.54K	0.01%	829
2025 Q2	$234K	Sell	10,369 -70	-0.7%	-$1.56K	0.01%	814
2025 Q1	$235K	Sell	10,439 -3,775	-27%	-$85.6K	0.01%	1088
2024 Q4	$320K	Sell	14,214 -775	-5%	-$17.6K	0.01%	849
2024 Q3	$341K	Sell	14,989 -75	-0.5%	-$1.69K	0.01%	897
2024 Q2	$337K	Sell	15,064 -2,527	-14%	-$56.2K	0.01%	975
2024 Q1	$380K	Sell	17,591 -1,932	-10%	-$42.9K	0.01%	935
2023 Q4	$432K	Buy	19,523 +1,932	+11%	+$42K	0.01%	890
2023 Q3	$380K	Sell	17,591 -500	-3%	-$11K	0.01%	935
2023 Q2	$403K	Sell	18,091 -265	-1%	-$5.89K	0.01%	967
2023 Q1	$409K	Sell	18,356 -900	-5%	-$20.1K	0.01%	899
2022 Q4	$429K	Buy	19,256 +1,800	+10%	+$39.6K	0.01%	854
2022 Q3	$381K	Hold	17,456	–	–	0.01%	883
2022 Q2	$393K	Buy	17,456 +215	+1%	+$4.86K	0.02%	754
2022 Q1	$402K	Sell	17,241 -2,270	-12%	-$54.9K	0.01%	868
2021 Q4	$491K	Sell	19,511 -176	-0.9%	-$4.41K	0.01%	819
2021 Q3	$495K	Buy	19,687 +634	+3%	+$16.1K	0.02%	786
2021 Q2	$485K	Buy	19,053 +472	+3%	+$11.9K	0.02%	781
2021 Q1	$465K	Buy	18,581 +3,024	+19%	+$75.8K	0.02%	771
2020 Q4	$386K	Sell	15,557 -15,602	-50%	-$381K	0.02%	625
2020 Q3	$752K	Buy	31,159 +18,976	+156%	+$460K	0.04%	391
2020 Q2	$291K	Sell	12,183 -5,814	-32%	-$132K	0.02%	642
2020 Q1	$406K	Sell	17,997 -25,569	-59%	-$626K	0.03%	449
2019 Q4	$1.1M	Sell	43,566 -841	-2%	-$21.2K	0.09%	227
2019 Q3	$1.12M	Buy	44,407 +11,864	+36%	+$299K	0.11%	207
2019 Q2	$815K	Buy	32,543 +3,175	+11%	+$78.8K	0.09%	240
2019 Q1	$726K	Buy	29,368 +6,940	+31%	+$169K	0.09%	242
2018 Q4	$543K	Buy	22,428 +4,504	+25%	+$109K	0.08%	276
2018 Q3	$436K	Sell	17,924 -148	-0.8%	-$3.62K	0.05%	381
2018 Q2	$444K	Sell	18,072 -322	-2%	-$7.83K	0.06%	355
2018 Q1	$446K	Sell	18,394 -1,743	-9%	-$42.2K	0.06%	341
2017 Q4	$488K	Buy	20,137 +55	+0.3%	+$1.34K	0.07%	318
2017 Q3	$492K	Buy	20,082 +2,916	+17%	+$71.2K	0.08%	266
2017 Q2	$417K	Buy	17,166 +242	+1%	+$5.85K	0.08%	286
2017 Q1	$407K	Buy	16,924 +1,199	+8%	+$28.7K	0.08%	275
2016 Q4	$375K	Sell	15,725 -606	-4%	-$14.7K	0.08%	297
2016 Q3	$413K	Buy	16,331 +562	+4%	+$14.3K	0.08%	310
2016 Q2	$402K	Buy	15,769 +2,254	+17%	+$56.8K	0.08%	309
2016 Q1	$339K	Buy	13,515 +2,239	+20%	+$55.7K	0.08%	318
2015 Q4	$277K	Buy	+11,276	New	+$279K	0.06%	388

Other funds holding SHYD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

B. Riley Wealth Advisors's SHYD Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2026, closing a stake of 10,144 shares — an estimated $232K sold.

B. Riley Wealth Advisors first reported a position in SHYD in Q4 2015 and held it in 41 quarters. The position peaked at $1.12M in Q3 2019. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

B. Riley Wealth Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,144 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $232K.
B. Riley Wealth Advisors first reported a position in VanEck Short High Yield Muni ETF in Q4 2015 and held it in 41 quarters.
B. Riley Wealth Advisors's VanEck Short High Yield Muni ETF position peaked at $1.12M in Q3 2019.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.