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

Capital 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
2026
Q2 		$453K Buy
19,766
+1,900
+11% +$43.2K 0.24% 83
2026
Q1 		$405K Hold
17,866
– – 0.22% 83
2025
Q4 		$409K Buy
+17,866
New +$408K 0.23% 82

Other funds holding SHYD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Financial Group's SHYD Position: Q2 2026 in Review

Capital Financial Group increased its VanEck Short High Yield Muni ETF (SHYD) stake by 11% in Q2 2026, buying an estimated $43.2K and bringing the position to 19,766 shares worth $453K. The position accounts for 0.24% of the portfolio, ranked #83.

Capital Financial Group first reported a position in SHYD in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

  • Capital Financial Group held 19,766 shares of VanEck Short High Yield Muni ETF worth $453K as of Q2 2026.
  • Capital Financial Group bought 1,900 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $43.2K.
  • VanEck Short High Yield Muni ETF made up 0.24% of Capital Financial Group's portfolio in Q2 2026, its #83 holding.
  • Capital Financial Group first reported a position in VanEck Short High Yield Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.