Key Financial Inc’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Key Financial Inc’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
2025 Q2	–	Sell	-230	Closed	-$5.17K	–	1471
2025 Q1	$5.17K	Hold	230	–	–	﹤0.01%	990
2024 Q4	$5.17K	Hold	230	–	–	﹤0.01%	981
2024 Q3	$5.23K	Hold	230	–	–	﹤0.01%	964
2024 Q2	$5.14K	Hold	230	–	–	﹤0.01%	948
2024 Q1	$5.15K	Hold	230	–	–	﹤0.01%	932
2023 Q4	$5.09K	Hold	230	–	–	﹤0.01%	925
2023 Q3	$4.97K	Hold	230	–	–	﹤0.01%	909
2023 Q2	$5.13K	Buy	+230	New	+$5.12K	﹤0.01%	924

Other funds holding SHYD

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Key Financial Inc's SHYD Position: Q2 2025 in Review

Key Financial Inc sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2025, closing a stake of 230 shares — an estimated $5.17K sold.

Key Financial Inc first reported a position in SHYD in Q2 2023 and held it in 8 quarters. The position peaked at $5.23K in Q3 2024. 131 funds tracked by Wall St. Rank hold SHYD as of Q2 2025.

Key Financial Inc reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
Key Financial Inc sold 230 VanEck Short High Yield Muni ETF shares in Q2 2025, an estimated $5.17K.
Key Financial Inc first reported a position in VanEck Short High Yield Muni ETF in Q2 2023 and held it in 8 quarters.
Key Financial Inc's VanEck Short High Yield Muni ETF position peaked at $5.23K in Q3 2024.
131 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.