Coppell Advisory Solutions’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-2,353	Closed	-$53.1K	–	1584
2024 Q4	$53.1K	Buy	2,353 +1,989	+546%	+$45.1K	0.01%	566
2024 Q3	$8.27K	Sell	364 -674	-65%	-$15.2K	﹤0.01%	1138
2024 Q2	$23.2K	Buy	+1,038	New	+$23.1K	﹤0.01%	719
2023 Q4	$21.9K	Buy	991 +923	+1,357%	+$20.1K	﹤0.01%	704
2023 Q3	$1.51K	Sell	68 -1,724	-96%	-$38K	﹤0.01%	892
2023 Q2	$40K	Buy	+1,792	New	+$39.9K	0.01%	448
2023 Q1	–	Sell	-68	Closed	-$1.51K	–	916
2022 Q4	$1.51K	Buy	+68	New	+$1.5K	﹤0.01%	893

Other funds holding SHYD

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

DWM

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

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

Coppell Advisory Solutions's SHYD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2025, closing a stake of 2,353 shares — an estimated $53.1K sold.

Coppell Advisory Solutions first reported a position in SHYD in Q4 2022 and held it in 7 quarters. The position peaked at $53.1K in Q4 2024. 122 funds tracked by Wall St. Rank hold SHYD as of Q1 2025.

Coppell Advisory Solutions reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 2,353 VanEck Short High Yield Muni ETF shares in Q1 2025, an estimated $53.1K.
Coppell Advisory Solutions first reported a position in VanEck Short High Yield Muni ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's VanEck Short High Yield Muni ETF position peaked at $53.1K in Q4 2024.
122 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.