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Hamilton Wealth’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Hamilton Wealth’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 		$1.73M Sell
76,269
-25,709
-25% -$590K 0.34% 40
2025
Q4 		$2.34M Buy
101,978
+31,442
+45% +$718K 0.44% 42
2025
Q3 		$1.62M Buy
70,536
+26,151
+59% +$593K 0.34% 42
2025
Q2 		$1M Sell
44,385
-30,994
-41% -$693K 0.22% 51
2025
Q1 		$1.7M Buy
75,379
+47,317
+169% +$1.07M 0.41% 38
2024
Q4 		$631K Buy
+28,062
New +$636K 0.15% 51
2023
Q1 		– Sell
-33,860
Closed -$754K – 103
2022
Q4 		$754K Sell
33,860
-33,239
-50% -$732K 0.31% 40
2022
Q3 		$1.46M Sell
67,099
-40,272
-38% -$912K 0.62% 35
2022
Q2 		$2.41M Buy
+107,371
New +$2.43M 0.94% 28

Other funds holding SHYD

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return