Dean Investment Associates’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Dean Investment Associates’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	$929K	Hold	41,000	–	–	0.13%	163
2025 Q4	$939K	Hold	41,000	–	–	0.13%	176
2025 Q3	$939K	Hold	41,000	–	–	0.13%	180
2025 Q2	$926K	Hold	41,000	–	–	0.14%	181
2025 Q1	$922K	Hold	41,000	–	–	0.14%	187
2024 Q4	$922K	Hold	41,000	–	–	0.13%	189
2024 Q3	$932K	Hold	41,000	–	–	0.13%	193
2024 Q2	$917K	Hold	41,000	–	–	0.13%	191
2024 Q1	$919K	Hold	41,000	–	–	0.13%	187
2023 Q4	$907K	Hold	41,000	–	–	0.13%	180
2023 Q3	$886K	Buy	41,000 +5,800	+16%	+$128K	0.15%	180
2023 Q2	$785K	Hold	35,200	–	–	0.13%	189
2023 Q1	$785K	Hold	35,200	–	–	0.13%	188
2022 Q4	$784K	Hold	35,200	–	–	0.13%	194
2022 Q3	$766K	Hold	35,200	–	–	0.16%	192
2022 Q2	$791K	Hold	35,200	–	–	0.15%	200
2022 Q1	$819K	Hold	35,200	–	–	0.15%	197
2021 Q4	$885K	Hold	35,200	–	–	0.16%	204
2021 Q3	$884K	Hold	35,200	–	–	0.17%	199
2021 Q2	$896K	Hold	35,200	–	–	0.17%	209
2021 Q1	$881K	Hold	35,200	–	–	0.17%	205
2020 Q4	$873K	Hold	35,200	–	–	0.18%	197
2020 Q3	$858K	Hold	35,200	–	–	0.21%	192
2020 Q2	$838K	Hold	35,200	–	–	0.2%	163
2020 Q1	$792K	Hold	35,200	–	–	0.17%	171
2019 Q4	$887K	Hold	35,200	–	–	0.14%	199
2019 Q3	$886K	Hold	35,200	–	–	0.13%	188
2019 Q2	$881K	Hold	35,200	–	–	0.13%	183
2019 Q1	$869K	Buy	35,200 +6,600	+23%	+$161K	0.13%	174
2018 Q4	$692K	Hold	28,600	–	–	0.11%	184
2018 Q3	$695K	Hold	28,600	–	–	0.1%	196
2018 Q2	$701K	Hold	28,600	–	–	0.1%	189
2018 Q1	$692K	Hold	28,600	–	–	0.1%	189
2017 Q4	$692K	Hold	28,600	–	–	0.11%	199
2017 Q3	$700K	Hold	28,600	–	–	0.11%	179
2017 Q2	$694K	Hold	28,600	–	–	0.11%	170
2017 Q1	$687K	Hold	28,600	–	–	0.11%	163
2016 Q4	$680K	Hold	28,600	–	–	0.12%	154
2016 Q3	$722K	Hold	28,600	–	–	0.13%	141
2016 Q2	$728K	Hold	28,600	–	–	0.14%	137
2016 Q1	$718K	Hold	28,600	–	–	0.15%	146
2015 Q4	$701K	Hold	28,600	–	–	0.15%	138
2015 Q3	$711K	Buy	+28,600	New	+$710K	0.16%	138

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

Dean Investment Associates's SHYD Position: Q1 2026 in Review

Dean Investment Associates held its VanEck Short High Yield Muni ETF (SHYD) position steady in Q1 2026 at 41,000 shares worth $929K. The position accounts for 0.13% of the portfolio, ranked #163.

Dean Investment Associates first reported a position in SHYD in Q3 2015 and has held it in 43 quarters since. The position peaked at $939K in Q4 2025. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Dean Investment Associates held 41,000 shares of VanEck Short High Yield Muni ETF worth $929K as of Q1 2026.
Dean Investment Associates left its VanEck Short High Yield Muni ETF share count unchanged in Q1 2026.
VanEck Short High Yield Muni ETF made up 0.13% of Dean Investment Associates's portfolio in Q1 2026, its #163 holding.
Dean Investment Associates first reported a position in VanEck Short High Yield Muni ETF in Q3 2015 and has held it in 43 quarters since.
Dean Investment Associates's VanEck Short High Yield Muni ETF position peaked at $939K in Q4 2025.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.