Curtis Advisory Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Curtis Advisory Group’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 Q1	$487K	Hold	21,511	–	–	0.11%	87
2025 Q4	$493K	Hold	21,511	–	–	0.1%	86
2025 Q3	$493K	Buy	21,511 +333	+2%	+$7.55K	0.11%	79
2025 Q2	$478K	Buy	+21,178	New	+$473K	0.12%	77
2023 Q2	–	Sell	-15,520	Closed	-$346K	–	92
2023 Q1	$346K	Sell	15,520 -3,517	-18%	-$78.7K	0.13%	65
2022 Q4	$424K	Sell	19,037 -18,233	-49%	-$401K	0.17%	57
2022 Q3	$811K	Sell	37,270 -2,715	-7%	-$61.5K	0.33%	37
2022 Q2	$898K	Buy	39,985 +1,030	+3%	+$23.3K	0.36%	35
2022 Q1	$906K	Sell	38,955 -21,010	-35%	-$508K	0.31%	37
2021 Q4	$1.51M	Buy	59,965 +3,301	+6%	+$82.7K	0.5%	30
2021 Q3	$1.42M	Buy	56,664 +7,674	+16%	+$195K	0.52%	32
2021 Q2	$1.25M	Buy	48,990 +2,918	+6%	+$73.6K	0.54%	32
2021 Q1	$1.15M	Buy	46,072 +3,870	+9%	+$97K	0.51%	35
2020 Q4	$1.05M	Buy	42,202 +19,451	+85%	+$476K	0.51%	31
2020 Q3	$555K	Buy	22,751 +2,039	+10%	+$49.4K	0.33%	33
2020 Q2	$493K	Buy	20,712 +9,712	+88%	+$221K	0.35%	33
2020 Q1	$248K	Buy	+11,000	New	+$269K	0.16%	44

Other funds holding SHYD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Curtis Advisory Group's SHYD Position: Q1 2026 in Review

Curtis Advisory Group held its VanEck Short High Yield Muni ETF (SHYD) position steady in Q1 2026 at 21,511 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #87.

Curtis Advisory Group first reported a position in SHYD in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.51M in Q4 2021. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Curtis Advisory Group held 21,511 shares of VanEck Short High Yield Muni ETF worth $487K as of Q1 2026.
Curtis Advisory Group left its VanEck Short High Yield Muni ETF share count unchanged in Q1 2026.
VanEck Short High Yield Muni ETF made up 0.11% of Curtis Advisory Group's portfolio in Q1 2026, its #87 holding.
Curtis Advisory Group first reported a position in VanEck Short High Yield Muni ETF in Q1 2020 and has held it in 17 quarters since.
Curtis Advisory Group's VanEck Short High Yield Muni ETF position peaked at $1.51M in Q4 2021.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.