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

Capital Advisors 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 Q2	$442K	Buy	19,310 +146	+0.8%	+$3.32K	0.05%	152
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

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

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Advisors Wealth Management's SHYD Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its VanEck Short High Yield Muni ETF (SHYD) stake by 0.76% in Q2 2026, buying an estimated $3.32K and bringing the position to 19,310 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #152.

Capital Advisors Wealth Management first reported a position in SHYD in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.4M in Q4 2025. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Capital Advisors Wealth Management held 19,310 shares of VanEck Short High Yield Muni ETF worth $442K as of Q2 2026.
Capital Advisors Wealth Management bought 146 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $3.32K.
VanEck Short High Yield Muni ETF made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #152 holding.
Capital Advisors Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q4 2021 and has held it in 11 quarters since.
Capital Advisors Wealth Management's VanEck Short High Yield Muni ETF position peaked at $1.4M in Q4 2025.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.