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BWM
BCS Wealth Management’s
VanEck Short High Yield Muni ETF
SHYD
Stock Holding History
BCS Wealth Management’s Portfolio
SHYD Stock Details
SHYD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-20,988
Closed
-$481K
–
335
2025
Q4
$481K
Buy
20,988
+10,494
+100%
+$240K
0.05%
228
2025
Q3
$240K
Sell
10,494
-889
-8%
-$20.2K
0.05%
218
2025
Q2
$257K
Hold
11,383
–
–
0.06%
220
2025
Q1
$256K
Hold
11,383
–
–
0.07%
214
2024
Q4
$256K
Buy
11,383
+1,548
+16%
+$35.1K
0.06%
215
2024
Q3
$223K
Buy
+9,835
New
+$221K
0.09%
152
2024
Q1
–
Sell
-9,416
Closed
-$208K
–
238
2023
Q4
$208K
Buy
+9,416
New
+$205K
0.08%
214
2023
Q2
–
Sell
-9,555
Closed
-$213K
–
163
2023
Q1
$213K
Hold
9,555
–
–
0.1%
149
2022
Q4
$213K
Sell
9,555
-1,195
-11%
-$26.3K
0.09%
179
2022
Q3
$234K
Buy
10,750
+79
+0.7%
+$1.79K
0.11%
157
2022
Q2
$240K
Hold
10,671
–
–
0.11%
156
2022
Q1
$248K
Sell
10,671
-1,582
-13%
-$38.3K
0.1%
164
2021
Q4
$308K
Buy
12,253
+2,190
+22%
+$54.8K
0.11%
156
2021
Q3
$253K
Buy
+10,063
New
+$256K
0.11%
149
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18.3%
1-Year Est. Return
Morgan Stanley
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1-Year Est. Return
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1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
FFA
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$2.48B AUM
18.56%
1-Year Est. Return
Commonwealth Equity Services
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$71.6B AUM
21.08%
1-Year Est. Return
Ameriprise
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$432B AUM
30.22%
1-Year Est. Return
FFA
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$1.88B AUM
23.81%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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