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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

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 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. 24 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.
  • 24 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.