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

Core Wealth 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
Q1 		– Sell
-16,226
Closed -$365K – 177
2024
Q4 		$365K Sell
16,226
-130
-0.8% -$2.95K 0.21% 104
2024
Q3 		$372K Buy
+16,356
New +$368K 0.23% 98

Other funds holding SHYD

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
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

Core Wealth Partners's SHYD Position: Q1 2025 in Review

Core Wealth Partners sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2025, closing a stake of 16,226 shares — an estimated $365K sold.

Core Wealth Partners first reported a position in SHYD in Q3 2024 and held it in 2 quarters. The position peaked at $372K in Q3 2024. 122 funds tracked by Wall St. Rank hold SHYD as of Q1 2025.

  • Core Wealth Partners reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Core Wealth Partners sold 16,226 VanEck Short High Yield Muni ETF shares in Q1 2025, an estimated $365K.
  • Core Wealth Partners first reported a position in VanEck Short High Yield Muni ETF in Q3 2024 and held it in 2 quarters.
  • Core Wealth Partners's VanEck Short High Yield Muni ETF position peaked at $372K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2025.

Based on Core Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.