Carson Wealth (CWM LLC)’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Carson Wealth (CWM LLC)’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	$30.5K	Sell	1,346 -2,700	-67%	-$61.9K	﹤0.01%	4153
2025 Q4	$93K	Buy	4,046 +2,700	+201%	+$61.6K	﹤0.01%	3121
2025 Q3	$31K	Hold	1,346	–	–	﹤0.01%	3867
2025 Q2	$30K	Hold	1,346	–	–	﹤0.01%	3655
2025 Q1	$30K	Hold	1,346	–	–	﹤0.01%	3392
2024 Q4	$30K	Hold	1,346	–	–	﹤0.01%	3181
2024 Q3	$31K	Hold	1,346	–	–	﹤0.01%	3078
2024 Q2	$30K	Buy	+1,346	New	+$29.9K	﹤0.01%	2839
2023 Q4	–	Sell	-303	Closed	-$7K	–	4483
2023 Q3	$7K	Hold	303	–	–	﹤0.01%	3326
2023 Q2	$7K	Sell	303 -686	-69%	-$15.3K	﹤0.01%	3302
2023 Q1	$22K	Sell	989 -556	-36%	-$12.4K	﹤0.01%	2443
2022 Q4	$34K	Hold	1,545	–	–	﹤0.01%	2003
2022 Q3	$34K	Hold	1,545	–	–	﹤0.01%	1869
2022 Q2	$35K	Hold	1,545	–	–	﹤0.01%	1804
2022 Q1	$36K	Hold	1,545	–	–	﹤0.01%	1768
2021 Q4	$39K	Buy	+1,545	New	+$38.7K	﹤0.01%	1680
2021 Q2	$39K	Hold	1,545	–	–	﹤0.01%	1504
2021 Q1	$39K	Hold	1,545	–	–	﹤0.01%	1504
2020 Q4	$39K	Hold	1,545	–	–	﹤0.01%	1504
2020 Q3	$39K	Hold	1,545	–	–	﹤0.01%	1504
2020 Q2	$39K	Hold	1,545	–	–	﹤0.01%	1504
2020 Q1	$39K	Hold	1,545	–	–	﹤0.01%	1504
2019 Q4	$39K	Hold	1,545	–	–	﹤0.01%	1504
2019 Q3	$39K	Hold	1,545	–	–	﹤0.01%	1503
2019 Q2	$39K	Hold	1,545	–	–	﹤0.01%	1503
2019 Q1	$39K	Buy	+1,545	New	+$37.7K	﹤0.01%	1503

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SHYD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 67% in Q1 2026, selling an estimated $61.9K and leaving 1,346 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4153.

Carson Wealth (CWM LLC) first reported a position in SHYD in Q1 2019 and has held it in 26 quarters since. The position peaked at $93K in Q4 2025. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Carson Wealth (CWM LLC) held 1,346 shares of VanEck Short High Yield Muni ETF worth $30.5K as of Q1 2026.
Carson Wealth (CWM LLC) sold 2,700 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $61.9K.
VanEck Short High Yield Muni ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4153 holding.
Carson Wealth (CWM LLC) first reported a position in VanEck Short High Yield Muni ETF in Q1 2019 and has held it in 26 quarters since.
Carson Wealth (CWM LLC)'s VanEck Short High Yield Muni ETF position peaked at $93K in Q4 2025.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.