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

Midwestern Financial’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 		$2.85M Buy
124,317
+30,815
+33% +$700K 1.99% 18
2026
Q1 		$2.12M Buy
93,502
+17,307
+23% +$397K 1.67% 20
2025
Q4 		$1.75M Buy
76,195
+21,636
+40% +$494K 1.44% 23
2025
Q3 		$1.25M Buy
54,559
+3,666
+7% +$83.1K 1.07% 28
2025
Q2 		$1.15M Buy
+50,893
New +$1.14M 1.08% 27

Other funds holding SHYD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwestern Financial's SHYD Position: Q2 2026 in Review

Midwestern Financial increased its VanEck Short High Yield Muni ETF (SHYD) stake by 33% in Q2 2026, buying an estimated $700K and bringing the position to 124,317 shares worth $2.85M. The position accounts for 1.99% of the portfolio, ranked #18.

Midwestern Financial first reported a position in SHYD in Q2 2025 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

  • Midwestern Financial held 124,317 shares of VanEck Short High Yield Muni ETF worth $2.85M as of Q2 2026.
  • Midwestern Financial bought 30,815 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $700K.
  • VanEck Short High Yield Muni ETF made up 1.99% of Midwestern Financial's portfolio in Q2 2026, its #18 holding.
  • Midwestern Financial first reported a position in VanEck Short High Yield Muni ETF in Q2 2025 and has held it in 5 quarters since.
  • 153 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.