Kestra Private Wealth Services’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Kestra Private Wealth Services’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	$677K	Buy	29,865 +11,064	+59%	+$254K	0.01%	1051
2025 Q4	$431K	Buy	18,801 +5,184	+38%	+$118K	0.01%	1253
2025 Q3	$312K	Buy	13,617 +889	+7%	+$20.2K	﹤0.01%	1341
2025 Q2	$288K	Buy	12,728 +1,396	+12%	+$31.2K	﹤0.01%	1305
2025 Q1	$255K	Buy	11,332 +14	+0.1%	+$317	﹤0.01%	1277
2024 Q4	$254K	Sell	11,318 -533	-4%	-$12.1K	﹤0.01%	1197
2024 Q3	$269K	Sell	11,851 -975	-8%	-$21.9K	﹤0.01%	1129
2024 Q2	$287K	Buy	12,826 +148	+1%	+$3.29K	0.01%	1067
2024 Q1	$284K	Sell	12,678 -130	-1%	-$2.89K	0.01%	1038
2023 Q4	$283K	Sell	12,808 -4,198	-25%	-$91.2K	0.01%	972
2023 Q3	$368K	Sell	17,006 -6,811	-29%	-$150K	0.01%	773
2023 Q2	$531K	Sell	23,817 -5,086	-18%	-$113K	0.02%	612
2023 Q1	$644K	Buy	28,903 +807	+3%	+$18.1K	0.03%	528
2022 Q4	$626K	Sell	28,096 -8,910	-24%	-$196K	0.03%	467
2022 Q3	$806K	Buy	+37,006	New	+$838K	0.05%	375

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

Kestra Private Wealth Services's SHYD Position: Q1 2026 in Review

Kestra Private Wealth Services increased its VanEck Short High Yield Muni ETF (SHYD) stake by 59% in Q1 2026, buying an estimated $254K and bringing the position to 29,865 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #1051.

Kestra Private Wealth Services first reported a position in SHYD in Q3 2022 and has held it in 15 quarters since. The position peaked at $806K in Q3 2022. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Kestra Private Wealth Services held 29,865 shares of VanEck Short High Yield Muni ETF worth $677K as of Q1 2026.
Kestra Private Wealth Services bought 11,064 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $254K.
VanEck Short High Yield Muni ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1051 holding.
Kestra Private Wealth Services first reported a position in VanEck Short High Yield Muni ETF in Q3 2022 and has held it in 15 quarters since.
Kestra Private Wealth Services's VanEck Short High Yield Muni ETF position peaked at $806K in Q3 2022.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.