Jacobson & Schmitt Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Jacobson & Schmitt 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 Q2	$906K	Sell	39,549 -2,382	-6%	-$54.1K	0.15%	51
2026 Q1	$950K	Buy	41,931 +364	+0.9%	+$8.35K	0.17%	47
2025 Q4	$952K	Sell	41,567 -2,926	-7%	-$66.8K	0.16%	46
2025 Q3	$1.02M	Sell	44,493 -17,400	-28%	-$395K	0.17%	49
2025 Q2	$1.4M	Buy	+61,893	New	+$1.38M	0.25%	43
2025 Q1	–	Sell	-59,144	Closed	-$1.33M	–	75
2024 Q4	$1.33M	Buy	59,144 +6,259	+12%	+$142K	0.26%	45
2024 Q3	$1.2M	Buy	52,885 +470	+0.9%	+$10.6K	0.25%	43
2024 Q2	$1.17M	Buy	52,415 +7,667	+17%	+$171K	0.27%	41
2024 Q1	$1M	Buy	44,748 +156	+0.3%	+$3.46K	0.24%	42
2023 Q4	$987K	Buy	44,592 +3,401	+8%	+$73.9K	0.25%	43
2023 Q3	$891K	Buy	41,191 +4,235	+11%	+$93.4K	0.25%	39
2023 Q2	$824K	Sell	36,956 -20,027	-35%	-$446K	0.23%	41
2023 Q1	$1.27M	Buy	56,983 +1,811	+3%	+$40.5K	0.36%	39
2022 Q4	$1.2M	Hold	55,172	–	–	0.38%	34
2022 Q3	$1.2M	Sell	55,172 -27,654	-33%	-$626K	0.38%	34
2022 Q2	$1.86M	Buy	82,826 +19,456	+31%	+$440K	0.58%	32
2022 Q1	$1.47M	Buy	63,370 +2,348	+4%	+$56.8K	0.38%	32
2021 Q4	$1.53M	Buy	61,022 +130	+0.2%	+$3.25K	0.37%	33
2021 Q3	$1.53M	Buy	60,892 +408	+0.7%	+$10.4K	0.42%	33
2021 Q2	$1.54M	Buy	60,484 +13,311	+28%	+$336K	0.44%	32
2021 Q1	$1.18M	Buy	47,173 +2,958	+7%	+$74.1K	0.38%	31
2020 Q4	$1.1M	Sell	44,215 -367	-0.8%	-$8.97K	0.37%	30
2020 Q3	$1.09M	Buy	44,582 +9,402	+27%	+$228K	0.41%	29
2020 Q2	$838K	Buy	35,180 +25,566	+266%	+$582K	0.36%	31
2020 Q1	$216K	Buy	+9,614	New	+$235K	0.12%	42

Other funds holding SHYD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jacobson & Schmitt Advisors's SHYD Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 5.7% in Q2 2026, selling an estimated $54.1K and leaving 39,549 shares worth $906K. The position accounts for 0.15% of the portfolio, ranked #51.

Jacobson & Schmitt Advisors first reported a position in SHYD in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.86M in Q2 2022. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Jacobson & Schmitt Advisors held 39,549 shares of VanEck Short High Yield Muni ETF worth $906K as of Q2 2026.
Jacobson & Schmitt Advisors sold 2,382 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $54.1K.
VanEck Short High Yield Muni ETF made up 0.15% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #51 holding.
Jacobson & Schmitt Advisors first reported a position in VanEck Short High Yield Muni ETF in Q1 2020 and has held it in 25 quarters since.
Jacobson & Schmitt Advisors's VanEck Short High Yield Muni ETF position peaked at $1.86M in Q2 2022.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.