Keudell/Morrison Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Keudell/Morrison Wealth Management’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	$318K	Sell	13,878 -11,206	-45%	-$255K	0.06%	187
2026 Q1	$568K	Buy	25,084 +5,569	+29%	+$128K	0.12%	121
2025 Q4	$447K	Buy	+19,515	New	+$446K	0.09%	142

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

Keudell/Morrison Wealth Management's SHYD Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 45% in Q2 2026, selling an estimated $255K and leaving 13,878 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #187.

Keudell/Morrison Wealth Management first reported a position in SHYD in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q1 2026. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Keudell/Morrison Wealth Management held 13,878 shares of VanEck Short High Yield Muni ETF worth $318K as of Q2 2026.
Keudell/Morrison Wealth Management sold 11,206 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $255K.
VanEck Short High Yield Muni ETF made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #187 holding.
Keudell/Morrison Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q4 2025 and has held it in 3 quarters since.
Keudell/Morrison Wealth Management's VanEck Short High Yield Muni ETF position peaked at $568K in Q1 2026.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.