Cascade Financial Partners’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Cascade Financial Partners’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	$1.06M	Sell	46,667 -1,136	-2%	-$26K	0.11%	115
2025 Q4	$1.1M	Buy	47,803 +2,846	+6%	+$65K	0.11%	110
2025 Q3	$1.03M	Buy	44,957 +2,440	+6%	+$55.3K	0.12%	113
2025 Q2	$960K	Buy	42,517 +380	+0.9%	+$8.49K	0.12%	112
2025 Q1	$948K	Hold	42,137	–	–	0.12%	106
2024 Q4	$947K	Buy	42,137 +2,300	+6%	+$52.1K	0.12%	103
2024 Q3	$907K	Hold	39,837	–	–	0.11%	103
2024 Q2	$891K	Buy	39,837 +1,900	+5%	+$42.3K	0.12%	105
2024 Q1	$840K	Buy	+37,937	New	+$842K	0.12%	108

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

Cascade Financial Partners's SHYD Position: Q1 2026 in Review

Cascade Financial Partners reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 2.4% in Q1 2026, selling an estimated $26K and leaving 46,667 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #115.

Cascade Financial Partners first reported a position in SHYD in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q4 2025. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Cascade Financial Partners held 46,667 shares of VanEck Short High Yield Muni ETF worth $1.06M as of Q1 2026.
Cascade Financial Partners sold 1,136 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $26K.
VanEck Short High Yield Muni ETF made up 0.11% of Cascade Financial Partners's portfolio in Q1 2026, its #115 holding.
Cascade Financial Partners first reported a position in VanEck Short High Yield Muni ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's VanEck Short High Yield Muni ETF position peaked at $1.1M in Q4 2025.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.