Concurrent Investment Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Concurrent Investment 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	$381K	Buy	16,645 +75	+0.5%	+$1.71K	﹤0.01%	1553
2026 Q1	$375K	Hold	16,570	–	–	﹤0.01%	1365
2025 Q4	$380K	Hold	16,570	–	–	﹤0.01%	1271
2025 Q3	$379K	Sell	16,570 -10,584	-39%	-$240K	0.01%	1048
2025 Q2	$613K	Sell	27,154 -4,675	-15%	-$105K	0.01%	772
2025 Q1	$716K	Buy	31,829 +900	+3%	+$20.4K	0.02%	640
2024 Q4	$695K	Buy	30,929 +690	+2%	+$15.6K	0.02%	580
2024 Q3	$687K	Buy	30,239 +2,878	+11%	+$64.7K	0.02%	549
2024 Q2	$612K	Buy	27,361 +1,160	+4%	+$25.8K	0.02%	538
2024 Q1	$587K	Hold	26,201	–	–	0.02%	499
2023 Q4	$580K	Buy	+26,201	New	+$569K	0.03%	465

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

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concurrent Investment Advisors's SHYD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its VanEck Short High Yield Muni ETF (SHYD) stake by 0.45% in Q2 2026, buying an estimated $1.71K and bringing the position to 16,645 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Concurrent Investment Advisors first reported a position in SHYD in Q4 2023 and has held it in 11 quarters since. The position peaked at $716K in Q1 2025. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Concurrent Investment Advisors held 16,645 shares of VanEck Short High Yield Muni ETF worth $381K as of Q2 2026.
Concurrent Investment Advisors bought 75 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $1.71K.
VanEck Short High Yield Muni ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1553 holding.
Concurrent Investment Advisors first reported a position in VanEck Short High Yield Muni ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's VanEck Short High Yield Muni ETF position peaked at $716K in Q1 2025.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.