Laurel Oak Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Laurel Oak 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	$255K	Hold	11,156	–	–	0.04%	309
2026 Q1	$253K	Hold	11,156	–	–	0.04%	302
2025 Q4	$256K	Buy	+11,156	New	+$255K	0.04%	294

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

Laurel Oak Wealth Management's SHYD Position: Q2 2026 in Review

Laurel Oak Wealth Management held its VanEck Short High Yield Muni ETF (SHYD) position steady in Q2 2026 at 11,156 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #309.

Laurel Oak Wealth Management first reported a position in SHYD in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q4 2025. 153 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Laurel Oak Wealth Management held 11,156 shares of VanEck Short High Yield Muni ETF worth $255K as of Q2 2026.
Laurel Oak Wealth Management left its VanEck Short High Yield Muni ETF share count unchanged in Q2 2026.
VanEck Short High Yield Muni ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #309 holding.
Laurel Oak Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's VanEck Short High Yield Muni ETF position peaked at $256K in Q4 2025.
153 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.