Dakota Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Dakota Wealth Management’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	$868K	Sell	38,317 -17,609	-31%	-$404K	0.02%	422
2025 Q4	$1.28M	Sell	55,926 -242,806	-81%	-$5.54M	0.02%	351
2025 Q3	$6.84M	Buy	298,732 +13,572	+5%	+$308K	0.14%	132
2025 Q2	$6.44M	Buy	285,160 +25,381	+10%	+$567K	0.14%	136
2025 Q1	$5.84M	Buy	259,779 +22,154	+9%	+$502K	0.14%	137
2024 Q4	$5.34M	Buy	237,625 +16,011	+7%	+$363K	0.12%	150
2024 Q3	$5.04M	Sell	221,614 -39,836	-15%	-$896K	0.11%	160
2024 Q2	$5.85M	Sell	261,450 -8,563	-3%	-$191K	0.14%	136
2024 Q1	$6.05M	Buy	270,013 +122,506	+83%	+$2.72M	0.15%	137
2023 Q4	$3.26M	Buy	147,507 +3,652	+3%	+$79.3K	0.13%	158
2023 Q3	$3.11M	Buy	143,855 +7,358	+5%	+$162K	0.14%	157
2023 Q2	$3.04M	Buy	136,497 +6,287	+5%	+$140K	0.14%	138
2023 Q1	$2.9M	Buy	130,210 +9,579	+8%	+$214K	0.19%	122
2022 Q4	$2.69M	Buy	120,631 +61,641	+104%	+$1.36M	0.19%	125
2022 Q3	$1.28M	Buy	58,990 +4,712	+9%	+$107K	0.1%	192
2022 Q2	$1.22M	Sell	54,278 -7,388	-12%	-$167K	0.11%	169
2022 Q1	$1.43M	Sell	61,666 -13,104	-18%	-$317K	0.12%	171
2021 Q4	$1.88M	Buy	74,770 +5,344	+8%	+$134K	0.2%	119
2021 Q3	$1.74M	Buy	69,426 +4,225	+6%	+$108K	0.2%	123
2021 Q2	$1.66M	Buy	65,201 +39,090	+150%	+$986K	0.2%	121
2021 Q1	$653K	Buy	26,111 +11,540	+79%	+$289K	0.09%	183
2020 Q4	$361K	Buy	14,571 +2,031	+16%	+$49.7K	0.05%	235
2020 Q3	$306K	Sell	12,540 -7,495	-37%	-$182K	0.05%	227
2020 Q2	$477K	Sell	20,035 -1,488	-7%	-$33.9K	0.08%	170
2020 Q1	$484K	Buy	21,523 +1,494	+7%	+$36.6K	0.11%	154
2019 Q4	$505K	Buy	20,029 +2,256	+13%	+$56.8K	0.08%	190
2019 Q3	$448K	Buy	17,773 +2,621	+17%	+$65.9K	0.08%	190
2019 Q2	$379K	Buy	+15,152	New	+$376K	0.07%	197

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 $79.5B AUM 27.1% 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

Dakota Wealth Management's SHYD Position: Q1 2026 in Review

Dakota Wealth Management reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 31% in Q1 2026, selling an estimated $404K and leaving 38,317 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #422.

Dakota Wealth Management first reported a position in SHYD in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.84M in Q3 2025. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Dakota Wealth Management held 38,317 shares of VanEck Short High Yield Muni ETF worth $868K as of Q1 2026.
Dakota Wealth Management sold 17,609 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $404K.
VanEck Short High Yield Muni ETF made up 0.02% of Dakota Wealth Management's portfolio in Q1 2026, its #422 holding.
Dakota Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q2 2019 and has held it in 28 quarters since.
Dakota Wealth Management's VanEck Short High Yield Muni ETF position peaked at $6.84M in Q3 2025.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.