Fourth Dimension Wealth’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Fourth Dimension Wealth’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	$318K	Buy	14,015 +150	+1%	+$3.44K	0.12%	109
2025 Q4	$318K	Buy	13,865 +1,795	+15%	+$41K	0.12%	99
2025 Q3	$276K	Sell	12,070 -306	-2%	-$6.94K	0.11%	108
2025 Q2	$280K	Buy	12,376 +194	+2%	+$4.34K	0.12%	100
2025 Q1	$274K	Buy	12,182 +2,180	+22%	+$49.4K	0.13%	94
2024 Q4	$225K	Buy	+10,002	New	+$227K	0.12%	98

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

Fourth Dimension Wealth's SHYD Position: Q1 2026 in Review

Fourth Dimension Wealth increased its VanEck Short High Yield Muni ETF (SHYD) stake by 1.1% in Q1 2026, buying an estimated $3.44K and bringing the position to 14,015 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #109.

Fourth Dimension Wealth first reported a position in SHYD in Q4 2024 and has held it in 6 quarters since. The position peaked at $318K in Q4 2025. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Fourth Dimension Wealth held 14,015 shares of VanEck Short High Yield Muni ETF worth $318K as of Q1 2026.
Fourth Dimension Wealth bought 150 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $3.44K.
VanEck Short High Yield Muni ETF made up 0.12% of Fourth Dimension Wealth's portfolio in Q1 2026, its #109 holding.
Fourth Dimension Wealth first reported a position in VanEck Short High Yield Muni ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's VanEck Short High Yield Muni ETF position peaked at $318K in Q4 2025.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.