Great Valley Advisor Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Great Valley Advisor 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
2026 Q2	$4.39M	Sell	191,833 -5,355	-3%	-$122K	0.07%	246
2026 Q1	$4.47M	Sell	197,188 -6,338	-3%	-$145K	0.08%	217
2025 Q4	$4.66M	Sell	203,526 -9,343	-4%	-$213K	0.09%	201
2025 Q3	$4.87M	Buy	+212,869	New	+$4.83M	0.1%	181
2023 Q4	–	Sell	-24,468	Closed	-$529K	–	753
2023 Q3	$529K	Buy	24,468 +1,086	+5%	+$24K	0.02%	426
2023 Q2	$521K	Buy	23,382 +13,251	+131%	+$295K	0.02%	432
2023 Q1	$226K	Buy	+10,131	New	+$227K	0.01%	627
2021 Q4	–	Sell	-16,723	Closed	-$420K	–	618
2021 Q3	$420K	Hold	16,723	–	–	0.03%	402
2021 Q2	$426K	Hold	16,723	–	–	0.03%	388
2021 Q1	$418K	Buy	+16,723	New	+$419K	0.04%	340

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

Great Valley Advisor Group's SHYD Position: Q2 2026 in Review

Great Valley Advisor Group reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 2.7% in Q2 2026, selling an estimated $122K and leaving 191,833 shares worth $4.39M. The position accounts for 0.07% of the portfolio, ranked #246.

Great Valley Advisor Group first reported a position in SHYD in Q1 2021 and has held it in 10 quarters since. The position peaked at $4.87M in Q3 2025. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Great Valley Advisor Group held 191,833 shares of VanEck Short High Yield Muni ETF worth $4.39M as of Q2 2026.
Great Valley Advisor Group sold 5,355 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $122K.
VanEck Short High Yield Muni ETF made up 0.07% of Great Valley Advisor Group's portfolio in Q2 2026, its #246 holding.
Great Valley Advisor Group first reported a position in VanEck Short High Yield Muni ETF in Q1 2021 and has held it in 10 quarters since.
Great Valley Advisor Group's VanEck Short High Yield Muni ETF position peaked at $4.87M in Q3 2025.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.