JWCA
SHYD icon

J.W. Cole Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

J.W. Cole Advisors’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 		– Sell
-14,600
Closed -$334K – 1369
2025
Q4 		$334K Buy
14,600
+3,395
+30% +$77.5K 0.01% 1057
2025
Q3 		$257K Buy
11,205
+1,532
+16% +$34.7K ﹤0.01% 1306
2025
Q2 		$219K Sell
9,673
-645
-6% -$14.4K ﹤0.01% 1320
2025
Q1 		$232K Buy
+10,318
New +$234K 0.01% 1080

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

J.W. Cole Advisors's SHYD Position: Q1 2026 in Review

J.W. Cole Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2026, closing a stake of 14,600 shares — an estimated $334K sold.

J.W. Cole Advisors first reported a position in SHYD in Q1 2025 and held it in 4 quarters. The position peaked at $334K in Q4 2025. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

  • J.W. Cole Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 14,600 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $334K.
  • J.W. Cole Advisors first reported a position in VanEck Short High Yield Muni ETF in Q1 2025 and held it in 4 quarters.
  • J.W. Cole Advisors's VanEck Short High Yield Muni ETF position peaked at $334K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.