BridgePort Financial Solutions’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

BridgePort Financial Solutions’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	-17,000	Closed	-$389K	–	250
2025 Q4	$389K	Hold	17,000	–	–	0.1%	151
2025 Q3	$389K	Buy	+17,000	New	+$386K	0.1%	150

Other funds holding SHYD

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

FFA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $324B AUM 22.36% 1-Year Est. Return

BridgePort Financial Solutions's SHYD Position: Q1 2026 in Review

BridgePort Financial Solutions sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2026, closing a stake of 17,000 shares — an estimated $389K sold.

BridgePort Financial Solutions first reported a position in SHYD in Q3 2025 and held it in 2 quarters. The position peaked at $389K in Q4 2025. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

BridgePort Financial Solutions reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2026 after selling out during the quarter.
BridgePort Financial Solutions sold 17,000 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $389K.
BridgePort Financial Solutions first reported a position in VanEck Short High Yield Muni ETF in Q3 2025 and held it in 2 quarters.
BridgePort Financial Solutions's VanEck Short High Yield Muni ETF position peaked at $389K in Q4 2025.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.