McAdam LLC
SHYD icon

McAdam LLC’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

McAdam LLC’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
Q3 		$222K Buy
10,114
+1,290
+15% +$29.1K 0.01% 466
2026
Q2 		$202K Sell
8,824
-3,433
-28% -$78K 0.01% 489
2026
Q1 		$278K Buy
12,257
+263
+2% +$6.03K 0.01% 359
2025
Q4 		$275K Sell
11,994
-174
-1% -$3.97K 0.01% 340
2025
Q3 		$279K Sell
12,168
-489
-4% -$11.1K 0.01% 321
2025
Q2 		$286K Sell
12,657
-1,343
-10% -$30K 0.02% 298
2025
Q1 		$315K Sell
14,000
-17,428
-55% -$395K 0.02% 256
2024
Q4 		$707K Sell
31,428
-2,838
-8% -$64.3K 0.04% 163
2024
Q3 		$779K Sell
34,266
-1,176
-3% -$26.4K 0.04% 153
2024
Q2 		$793K Sell
35,442
-8,943
-20% -$199K 0.05% 135
2024
Q1 		$995K Sell
44,385
-2,268
-5% -$50.4K 0.06% 120
2023
Q4 		$1.03M Buy
46,653
+3,479
+8% +$75.6K 0.07% 109
2023
Q3 		$933K Sell
43,174
-6,961
-14% -$154K 0.08% 114
2023
Q2 		$1.12M Sell
50,135
-792
-2% -$17.6K 0.09% 102
2023
Q1 		$1.14M Buy
50,927
+19,405
+62% +$434K 0.1% 103
2022
Q4 		$793K Buy
31,522
+3,227
+11% +$71K 0.08% 87
2022
Q3 		$616K Buy
28,295
+2,736
+11% +$62K 0.07% 119
2022
Q2 		$574K Sell
25,559
-6,193
-20% -$140K 0.06% 125
2022
Q1 		$739K Buy
31,752
+230
+0.7% +$5.56K 0.07% 93
2021
Q4 		$793K Sell
31,522
-995
-3% -$24.9K 0.08% 87
2021
Q3 		$816K Sell
32,517
-32
-0.1% -$814 0.09% 80
2021
Q2 		$833K Sell
32,549
-200
-0.6% -$5.04K 0.09% 75
2021
Q1 		$820K Sell
32,749
-68
-0.2% -$1.7K 0.12% 70
2020
Q4 		$820K Sell
32,817
-10,881
-25% -$266K 0.13% 71
2020
Q3 		$1.06M Sell
43,698
-501
-1% -$12.1K 0.2% 50
2020
Q2 		$1.05M Buy
44,199
+25,668
+139% +$584K 0.22% 47
2020
Q1 		$417K Buy
+18,531
New +$453K 0.11% 57

Other funds holding SHYD

Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Vaquero Private Wealth
Vaquero Private Wealth Dallas, Texas $477M AUM
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
High Net Worth Advisory Group
High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Oasis Advisors
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

McAdam LLC's SHYD Position: Q3 2026 in Review

McAdam LLC increased its VanEck Short High Yield Muni ETF (SHYD) stake by 15% in Q3 2026, buying an estimated $29.1K and bringing the position to 10,114 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #466.

McAdam LLC first reported a position in SHYD in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.14M in Q1 2023. 50 funds tracked by Wall St. Rank hold SHYD as of Q3 2026.

  • McAdam LLC held 10,114 shares of VanEck Short High Yield Muni ETF worth $222K as of Q3 2026.
  • McAdam LLC bought 1,290 VanEck Short High Yield Muni ETF shares in Q3 2026, an estimated $29.1K.
  • VanEck Short High Yield Muni ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #466 holding.
  • McAdam LLC first reported a position in VanEck Short High Yield Muni ETF in Q1 2020 and has held it in 27 quarters since.
  • McAdam LLC's VanEck Short High Yield Muni ETF position peaked at $1.14M in Q1 2023.
  • 50 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.