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Independent Advisor Alliance’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Independent Advisor Alliance’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 		– Sell
-13,583
Closed -$308K – 1531
2026
Q1 		$308K Buy
+13,583
New +$311K ﹤0.01% 1310
2025
Q1 		– Sell
-13,604
Closed -$306K – 1272
2024
Q4 		$306K Buy
+13,604
New +$308K ﹤0.01% 1135

Other funds holding SHYD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Advisor Alliance's SHYD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2026, closing a stake of 13,583 shares — an estimated $308K sold.

Independent Advisor Alliance first reported a position in SHYD in Q4 2024 and held it in 2 quarters. The position peaked at $308K in Q1 2026. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,583 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $308K.
  • Independent Advisor Alliance first reported a position in VanEck Short High Yield Muni ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's VanEck Short High Yield Muni ETF position peaked at $308K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.