Bleakley Financial Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Bleakley Financial Group’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 Q1	–	Sell	-10,816	Closed	-$243K	–	907
2024 Q4	$243K	Buy	+10,816	New	+$245K	0.01%	884

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

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

Bleakley Financial Group's SHYD Position: Q1 2025 in Review

Bleakley Financial Group sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2025, closing a stake of 10,816 shares — an estimated $243K sold.

Bleakley Financial Group first reported a position in SHYD in Q4 2024 and held it in 1 quarter. The position peaked at $243K in Q4 2024. 122 funds tracked by Wall St. Rank hold SHYD as of Q1 2025.

Bleakley Financial Group reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 10,816 VanEck Short High Yield Muni ETF shares in Q1 2025, an estimated $243K.
Bleakley Financial Group first reported a position in VanEck Short High Yield Muni ETF in Q4 2024 and held it in 1 quarter.
Bleakley Financial Group's VanEck Short High Yield Muni ETF position peaked at $243K in Q4 2024.
122 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.