CLA (CliftonLarsonAllen) Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$1.11M	Sell	48,306 -2,861	-6%	-$65K	0.01%	190
2026 Q1	$1.16M	Sell	51,167 -15,973	-24%	-$366K	0.02%	168
2025 Q4	$1.54M	Buy	67,140 +12,866	+24%	+$294K	0.02%	145
2025 Q3	$1.24M	Buy	54,274 +8,884	+20%	+$201K	0.02%	150
2025 Q2	$1.03M	Buy	45,390 +31,666	+231%	+$708K	0.02%	160
2025 Q1	$309K	Sell	13,724 -24,789	-64%	-$562K	0.01%	185
2024 Q4	$866K	Buy	38,513 +20,973	+120%	+$475K	0.02%	154
2024 Q3	$399K	Buy	17,540 +3,816	+28%	+$85.8K	0.01%	172
2024 Q2	$307K	Sell	13,724 -1,787	-12%	-$39.8K	0.01%	176
2024 Q1	$348K	Sell	15,511 -89,525	-85%	-$1.99M	0.01%	172
2023 Q4	$2.32M	Buy	105,036 +87,168	+488%	+$1.89M	0.06%	93
2023 Q3	$386K	Hold	17,868	–	–	0.01%	167
2023 Q2	$398K	Sell	17,868 -964	-5%	-$21.4K	0.01%	164
2023 Q1	$420K	Sell	18,832 -143,882	-88%	-$3.22M	0.01%	170
2022 Q4	$3.62M	Buy	162,714 +112,666	+225%	+$2.48M	0.13%	74
2022 Q3	$1.09M	Sell	50,048 -12,139	-20%	-$275K	0.13%	55
2022 Q2	$1.4M	Sell	62,187 -2,655	-4%	-$60.1K	0.06%	121
2022 Q1	$1.51M	Sell	64,842 -71,772	-53%	-$1.74M	0.05%	121
2021 Q4	$3.44M	Buy	136,614 +18,820	+16%	+$471K	0.13%	72
2021 Q3	$2.96M	Buy	117,794 +16,537	+16%	+$421K	0.12%	76
2021 Q2	$2.58M	Buy	101,257 +11,465	+13%	+$289K	0.11%	87
2021 Q1	$2.25M	Sell	89,792 -5,210	-5%	-$131K	0.11%	89
2020 Q4	$2.36M	Sell	95,002 -6,065	-6%	-$148K	0.12%	80
2020 Q3	$2.46M	Sell	101,067 -1,550	-2%	-$37.6K	0.14%	77
2020 Q2	$2.44M	Buy	+102,617	New	+$2.33M	0.15%	71
2019 Q4	$5.63M	Buy	223,204 +188,628	+546%	+$4.74M	0.45%	34
2019 Q3	$871K	Buy	+34,576	New	+$870K	0.08%	102

Other funds holding SHYD

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

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HNWAG

High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SHYD Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 5.6% in Q2 2026, selling an estimated $65K and leaving 48,306 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #190.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SHYD in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.63M in Q4 2019. 66 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 48,306 shares of VanEck Short High Yield Muni ETF worth $1.11M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 2,861 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $65K.
VanEck Short High Yield Muni ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #190 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VanEck Short High Yield Muni ETF in Q3 2019 and has held it in 27 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's VanEck Short High Yield Muni ETF position peaked at $5.63M in Q4 2019.
66 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.