Jones Financial Companies
SHYD icon

Jones Financial Companies’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Jones Financial Companies’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 		$1.93M Sell
85,541
-4,975
-5% -$114K ﹤0.01% 1442
2025
Q4 		$2.07M Buy
90,516
+26,861
+42% +$613K ﹤0.01% 929
2025
Q3 		$1.46M Buy
63,655
+23,608
+59% +$535K ﹤0.01% 982
2025
Q2 		$903K Buy
40,047
+13,821
+53% +$309K ﹤0.01% 1044
2025
Q1 		$590K Sell
26,226
-1,631
-6% -$37K ﹤0.01% 1055
2024
Q4 		$626K Buy
27,857
+6,413
+30% +$145K ﹤0.01% 902
2024
Q3 		$487K Buy
21,444
+11,913
+125% +$268K ﹤0.01% 829
2024
Q2 		$213K Buy
9,531
+8,080
+557% +$180K ﹤0.01% 815
2024
Q1 		$32.5K Buy
1,451
+1,080
+291% +$24K ﹤0.01% 809
2023
Q4 		$8.21K Buy
+371
New +$8.06K ﹤0.01% 704

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