BFC Planning, Inc.’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

BFC Planning, Inc.’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	$18K	Sell	787 -203	-21%	-$4.61K	﹤0.01%	2058
2026 Q1	$22.4K	Hold	990	–	–	﹤0.01%	1659
2025 Q4	$22.7K	Hold	990	–	–	﹤0.01%	1698
2025 Q3	$22.7K	Hold	990	–	–	﹤0.01%	1516
2025 Q2	$22.4K	Hold	990	–	–	﹤0.01%	1443
2025 Q1	$22.3K	Hold	990	–	–	﹤0.01%	1414
2024 Q4	$22.3K	Buy	+990	New	+$22.4K	﹤0.01%	1421

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 $468B AUM 17.69% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

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

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BFC Planning, Inc.'s SHYD Position: Q2 2026 in Review

BFC Planning, Inc. reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 21% in Q2 2026, selling an estimated $4.61K and leaving 787 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

BFC Planning, Inc. first reported a position in SHYD in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.7K in Q4 2025. 155 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

BFC Planning, Inc. held 787 shares of VanEck Short High Yield Muni ETF worth $18K as of Q2 2026.
BFC Planning, Inc. sold 203 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $4.61K.
VanEck Short High Yield Muni ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2058 holding.
BFC Planning, Inc. first reported a position in VanEck Short High Yield Muni ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s VanEck Short High Yield Muni ETF position peaked at $22.7K in Q4 2025.
155 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.