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Mather Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Mather Group’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
-3,085
Closed -$69.4K – 1530
2025
Q1 		$69.4K Buy
+3,085
New +$69.9K ﹤0.01% 846
2024
Q3 		– Sell
-4,996
Closed -$112K – 2124
2024
Q2 		$112K Hold
4,996
– – ﹤0.01% 777
2024
Q1 		$111K Buy
+4,996
New +$111K ﹤0.01% 676
2023
Q2 		– Sell
-10,962
Closed -$244K – 648
2023
Q1 		$244K Buy
10,962
+9
+0.1% +$201 ﹤0.01% 440
2022
Q4 		$244K Buy
10,953
+20
+0.2% +$440 ﹤0.01% 428
2022
Q3 		$238K Buy
10,933
+14
+0.1% +$317 0.01% 415
2022
Q2 		$245K Sell
10,919
-3,603
-25% -$81.5K 0.01% 333
2022
Q1 		$338K Buy
14,522
+4,801
+49% +$116K 0.01% 325
2021
Q4 		$244K Sell
9,721
-222
-2% -$5.56K ﹤0.01% 331
2021
Q3 		$250K Buy
9,943
+13
+0.1% +$331 0.01% 245
2021
Q2 		$253K Buy
9,930
+14
+0.1% +$353 0.01% 235
2021
Q1 		$248K Buy
9,916
+15
+0.2% +$376 0.01% 229
2020
Q4 		$246K Buy
9,901
+16
+0.2% +$391 0.01% 208
2020
Q3 		$241K Buy
+9,885
New +$240K 0.01% 207
2018
Q4 		– Sell
-14,632
Closed -$356K – 71
2018
Q3 		$356K Hold
14,632
– – 0.03% 50
2018
Q2 		$359K Hold
14,632
– – 0.04% 51
2018
Q1 		$354K Hold
14,632
– – 0.04% 36
2017
Q4 		$354K Buy
+14,632
New +$357K 0.04% 35
2017
Q1 		– Sell
-9,997
Closed -$238K – 41
2016
Q4 		$238K Hold
9,997
– – 0.04% 40
2016
Q3 		$252K Hold
9,997
– – 0.05% 28
2016
Q2 		$254K Buy
+9,997
New +$252K 0.05% 28

Other funds holding SHYD

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
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

Mather Group's SHYD Position: Q2 2025 in Review

Mather Group sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2025, closing a stake of 3,085 shares — an estimated $69.4K sold.

Mather Group first reported a position in SHYD in Q2 2016 and held it in 21 quarters. The position peaked at $359K in Q2 2018. 131 funds tracked by Wall St. Rank hold SHYD as of Q2 2025.

  • Mather Group reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 3,085 VanEck Short High Yield Muni ETF shares in Q2 2025, an estimated $69.4K.
  • Mather Group first reported a position in VanEck Short High Yield Muni ETF in Q2 2016 and held it in 21 quarters.
  • Mather Group's VanEck Short High Yield Muni ETF position peaked at $359K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.