Fortis Capital Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Fortis Capital 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
2025 Q2	–	Sell	-13,734	Closed	-$309K	–	278
2025 Q1	$309K	Buy	+13,734	New	+$311K	0.06%	204

Other funds holding SHYD

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

FFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Fortis Capital Advisors's SHYD Position: Q2 2025 in Review

Fortis Capital Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2025, closing a stake of 13,734 shares — an estimated $309K sold.

Fortis Capital Advisors first reported a position in SHYD in Q1 2025 and held it in 1 quarter. The position peaked at $309K in Q1 2025. 131 funds tracked by Wall St. Rank hold SHYD as of Q2 2025.

Fortis Capital Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
Fortis Capital Advisors sold 13,734 VanEck Short High Yield Muni ETF shares in Q2 2025, an estimated $309K.
Fortis Capital Advisors first reported a position in VanEck Short High Yield Muni ETF in Q1 2025 and held it in 1 quarter.
Fortis Capital Advisors's VanEck Short High Yield Muni ETF position peaked at $309K in Q1 2025.
131 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.