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

HB Wealth Management’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	$496K	Hold	21,886	–	–	﹤0.01%	983
2025 Q4	$501K	Hold	21,886	–	–	﹤0.01%	900
2025 Q3	$501K	Buy	+21,886	New	+$496K	﹤0.01%	853
2024 Q4	–	Sell	-10,739	Closed	-$244K	–	1112
2024 Q3	$244K	Hold	10,739	–	–	﹤0.01%	831
2024 Q2	$240K	Hold	10,739	–	–	﹤0.01%	788
2024 Q1	$241K	Buy	+10,739	New	+$238K	﹤0.01%	734
2022 Q4	–	Sell	-18,946	Closed	-$412K	–	708
2022 Q3	$412K	Buy	18,946 +9,079	+92%	+$206K	0.01%	374
2022 Q2	$222K	Hold	9,867	–	–	﹤0.01%	521
2022 Q1	$230K	Hold	9,867	–	–	﹤0.01%	532
2021 Q4	$248K	Buy	+9,867	New	+$247K	0.01%	435

Other funds holding SHYD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HB Wealth Management's SHYD Position: Q1 2026 in Review

HB Wealth Management held its VanEck Short High Yield Muni ETF (SHYD) position steady in Q1 2026 at 21,886 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

HB Wealth Management first reported a position in SHYD in Q4 2021 and has held it in 10 quarters since. The position peaked at $501K in Q4 2025. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

HB Wealth Management held 21,886 shares of VanEck Short High Yield Muni ETF worth $496K as of Q1 2026.
HB Wealth Management left its VanEck Short High Yield Muni ETF share count unchanged in Q1 2026.
VanEck Short High Yield Muni ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #983 holding.
HB Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q4 2021 and has held it in 10 quarters since.
HB Wealth Management's VanEck Short High Yield Muni ETF position peaked at $501K in Q4 2025.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.