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

Cerity 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
2025 Q3	–	Sell	-15,894	Closed	-$359K	–	2857
2025 Q2	$359K	Buy	15,894 +145	+0.9%	+$3.24K	﹤0.01%	2047
2025 Q1	$354K	Buy	15,749 +87	+0.6%	+$1.97K	﹤0.01%	1938
2024 Q4	$352K	Buy	+15,662	New	+$355K	﹤0.01%	1954

Other funds holding SHYD

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Cerity Partners's SHYD Position: Q3 2025 in Review

Cerity Partners sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2025, closing a stake of 15,894 shares — an estimated $359K sold.

Cerity Partners first reported a position in SHYD in Q4 2024 and held it in 3 quarters. The position peaked at $359K in Q2 2025. 132 funds tracked by Wall St. Rank hold SHYD as of Q3 2025.

Cerity Partners reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 15,894 VanEck Short High Yield Muni ETF shares in Q3 2025, an estimated $359K.
Cerity Partners first reported a position in VanEck Short High Yield Muni ETF in Q4 2024 and held it in 3 quarters.
Cerity Partners's VanEck Short High Yield Muni ETF position peaked at $359K in Q2 2025.
132 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.