Fragasso Financial Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Fragasso Financial 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 Q2	$6.11M	Buy	267,021 +753	+0.3%	+$17.1K	0.33%	33
2026 Q1	$6.03M	Sell	266,268 -3,096	-1%	-$71K	0.36%	30
2025 Q4	$6.17M	Sell	269,364 -2,970	-1%	-$67.8K	0.37%	29
2025 Q3	$6.21M	Sell	272,334 -52,344	-16%	-$1.19M	0.39%	27
2025 Q2	$7.33M	Buy	324,678 +125,221	+63%	+$2.8M	0.49%	24
2025 Q1	$4.49M	Sell	199,457 -12,102	-6%	-$274K	0.33%	35
2024 Q4	$4.76M	Sell	211,559 -7,494	-3%	-$170K	0.36%	36
2024 Q3	$4.98M	Buy	219,053 +2,728	+1%	+$61.3K	0.38%	41
2024 Q2	$4.84M	Sell	216,325 -110,584	-34%	-$2.46M	0.4%	38
2024 Q1	$7.33M	Sell	326,909 -102,642	-24%	-$2.28M	0.62%	26
2023 Q4	$9.51M	Buy	+429,551	New	+$9.33M	0.87%	17
2023 Q3	–	Sell	-172,562	Closed	-$3.85M	–	240
2023 Q2	$3.85M	Sell	172,562 -5,384	-3%	-$120K	0.41%	44
2023 Q1	$3.97M	Sell	177,946 -206,831	-54%	-$4.63M	0.45%	45
2022 Q4	$8.57M	Buy	+384,777	New	+$8.47M	0.99%	20

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fragasso Financial Advisors's SHYD Position: Q2 2026 in Review

Fragasso Financial Advisors increased its VanEck Short High Yield Muni ETF (SHYD) stake by 0.28% in Q2 2026, buying an estimated $17.1K and bringing the position to 267,021 shares worth $6.11M. The position accounts for 0.33% of the portfolio, ranked #33.

Fragasso Financial Advisors first reported a position in SHYD in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.51M in Q4 2023. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Fragasso Financial Advisors held 267,021 shares of VanEck Short High Yield Muni ETF worth $6.11M as of Q2 2026.
Fragasso Financial Advisors bought 753 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $17.1K.
VanEck Short High Yield Muni ETF made up 0.33% of Fragasso Financial Advisors's portfolio in Q2 2026, its #33 holding.
Fragasso Financial Advisors first reported a position in VanEck Short High Yield Muni ETF in Q4 2022 and has held it in 14 quarters since.
Fragasso Financial Advisors's VanEck Short High Yield Muni ETF position peaked at $9.51M in Q4 2023.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.