Capital Advisors Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$434K	Sell	19,164 -41,866	-69%	-$960K	0.06%	143
2025 Q4	$1.4M	Buy	61,030 +11,136	+22%	+$254K	0.19%	74
2025 Q3	$1.14M	Buy	49,894 +2,408	+5%	+$54.6K	0.16%	74
2025 Q2	$1.07M	Buy	47,486 +24,779	+109%	+$554K	0.17%	68
2025 Q1	$511K	Buy	+22,707	New	+$515K	0.09%	101
2024 Q4	–	Sell	-9,738	Closed	-$221K	–	182
2024 Q3	$221K	Buy	+9,738	New	+$219K	0.04%	156
2023 Q4	–	Sell	-10,769	Closed	-$233K	–	155
2023 Q3	$233K	Buy	10,769 +957	+10%	+$21.1K	0.06%	117
2023 Q2	$219K	Buy	9,812 +74	+0.8%	+$1.65K	0.06%	123
2023 Q1	$217K	Buy	+9,738	New	+$218K	0.06%	122
2022 Q1	–	Sell	-11,060	Closed	-$278K	–	133
2021 Q4	$278K	Buy	+11,060	New	+$277K	0.08%	97