GVAG
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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $377B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return