First Foundation Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

First Foundation Advisors’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	$7.24M	Buy	319,311 +11,554	+4%	+$265K	0.29%	60
2025 Q4	$7.05M	Buy	307,757 +8,727	+3%	+$199K	0.27%	64
2025 Q3	$6.85M	Buy	299,030 +7,184	+2%	+$163K	0.25%	63
2025 Q2	$6.59M	Buy	291,846 +148,935	+104%	+$3.33M	0.24%	69
2025 Q1	$3.21M	Buy	142,911 +5,452	+4%	+$124K	0.13%	106
2024 Q4	$3.09M	Sell	137,459 -733	-0.5%	-$16.6K	0.12%	110
2024 Q3	$3.14M	Sell	138,192 -2,741	-2%	-$61.6K	0.12%	104
2024 Q2	$3.15M	Buy	140,933 +2,259	+2%	+$50.3K	0.12%	95
2024 Q1	$3.11M	Sell	138,674 -37,168	-21%	-$825K	0.12%	92
2023 Q4	$3.89M	Buy	175,842 +146,486	+499%	+$3.18M	0.18%	79
2023 Q3	$635K	Buy	29,356 +408	+1%	+$9K	0.03%	223
2023 Q2	$646K	Buy	28,948 +2,597	+10%	+$57.8K	0.03%	211
2023 Q1	$587K	Buy	26,351 +3,539	+16%	+$79.2K	0.03%	217
2022 Q4	$508K	Buy	22,812 +6,954	+44%	+$153K	0.02%	242
2022 Q3	$345K	Buy	15,858 +4,215	+36%	+$95.5K	0.02%	273
2022 Q2	$261K	Buy	+11,643	New	+$263K	0.01%	330
2020 Q1	–	Sell	-23,282	Closed	-$587K	–	369
2019 Q4	$587K	Buy	23,282 +3	+0%	+$75	0.03%	227
2019 Q3	$586K	Buy	23,279 +1,863	+9%	+$46.9K	0.03%	216
2019 Q2	$536K	Buy	21,416 +664	+3%	+$16.5K	0.03%	219
2019 Q1	$513K	Buy	20,752 +2,261	+12%	+$55.2K	0.03%	217
2018 Q4	$447K	Buy	18,491 +515	+3%	+$12.4K	0.03%	273
2018 Q3	$437K	Buy	+17,976	New	+$440K	0.02%	251

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

First Foundation Advisors's SHYD Position: Q1 2026 in Review

First Foundation Advisors increased its VanEck Short High Yield Muni ETF (SHYD) stake by 3.8% in Q1 2026, buying an estimated $265K and bringing the position to 319,311 shares worth $7.24M. The position accounts for 0.29% of the portfolio, ranked #60.

First Foundation Advisors first reported a position in SHYD in Q3 2018 and has held it in 22 quarters since. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

First Foundation Advisors held 319,311 shares of VanEck Short High Yield Muni ETF worth $7.24M as of Q1 2026.
First Foundation Advisors bought 11,554 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $265K.
VanEck Short High Yield Muni ETF made up 0.29% of First Foundation Advisors's portfolio in Q1 2026, its #60 holding.
First Foundation Advisors first reported a position in VanEck Short High Yield Muni ETF in Q3 2018 and has held it in 22 quarters since.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.