FFA
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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

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return