GRP
SHYD icon

Global Retirement Partners’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Global Retirement Partners’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
Q4 		$28.8K Hold
1,258
– – ﹤0.01% 2693
2025
Q3 		$28.8K Hold
1,258
– – ﹤0.01% 2215
2025
Q2 		$28.4K Buy
+1,258
New +$28.1K ﹤0.01% 2090
2024
Q4 		$28.3K Hold
1,258
– – ﹤0.01% 1895
2024
Q3 		$28.6K Sell
1,258
-44
-3% -$989 ﹤0.01% 1819
2024
Q2 		$29.1K Hold
1,302
– – ﹤0.01% 1808
2024
Q1 		$29.2K Sell
1,302
-689
-35% -$15.3K ﹤0.01% 1649
2023
Q4 		$44K Buy
1,991
+689
+53% +$15K ﹤0.01% 1430
2023
Q3 		$28K Sell
1,302
-708
-35% -$15.6K ﹤0.01% 1518
2023
Q2 		$44.8K Buy
2,010
+3
+0.1% +$67 ﹤0.01% 1331
2023
Q1 		$44.7K Buy
2,007
+1,307
+187% +$29.3K ﹤0.01% 1290
2022
Q4 		$15.6K Buy
+700
New +$15.4K ﹤0.01% 1588

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return