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

Diversify 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 Q2	$827K	Sell	36,452 -5,048	-12%	-$115K	0.01%	701
2026 Q1	$941K	Buy	+41,500	New	+$952K	0.02%	614

Other funds holding SHYD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Diversify Wealth Management's SHYD Position: Q2 2026 in Review

Diversify Wealth Management reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 12% in Q2 2026, selling an estimated $115K and leaving 36,452 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #701.

Diversify Wealth Management first reported a position in SHYD in Q1 2026 and has held it in 2 quarters since. The position peaked at $941K in Q1 2026. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Diversify Wealth Management held 36,452 shares of VanEck Short High Yield Muni ETF worth $827K as of Q2 2026.
Diversify Wealth Management sold 5,048 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $115K.
VanEck Short High Yield Muni ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #701 holding.
Diversify Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's VanEck Short High Yield Muni ETF position peaked at $941K in Q1 2026.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.