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GPS Wealth Strategies Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

GPS Wealth Strategies Group’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 		– Sell
-8,579
Closed -$196K – 1412
2025
Q3 		$196K Buy
8,579
+2,818
+49% +$63.9K 0.02% 348
2025
Q2 		$130K Buy
5,761
+4,033
+233% +$90.2K 0.02% 398
2025
Q1 		$38.9K Hold
1,728
– – 0.01% 673
2024
Q4 		$38.8K Buy
1,728
+228
+15% +$5.17K 0.01% 643
2024
Q3 		$34.1K Buy
+1,500
New +$33.7K ﹤0.01% 675

Other funds holding SHYD

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
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