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

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

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

BCS Wealth Management's SHYD Position: Q1 2026 in Review

BCS Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2026, closing a stake of 20,988 shares — an estimated $481K sold.

BCS Wealth Management first reported a position in SHYD in Q3 2021 and held it in 14 quarters. The position peaked at $481K in Q4 2025. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

BCS Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 20,988 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $481K.
BCS Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q3 2021 and held it in 14 quarters.
BCS Wealth Management's VanEck Short High Yield Muni ETF position peaked at $481K in Q4 2025.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.