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

Modern 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
2025 Q4	–	Sell	-13,938	Closed	-$319K	–	887
2025 Q3	$319K	Hold	13,938	–	–	0.01%	623
2025 Q2	$315K	Hold	13,938	–	–	0.01%	596
2025 Q1	$313K	Hold	13,938	–	–	0.01%	514
2024 Q4	$313K	Hold	13,938	–	–	0.01%	446
2024 Q3	$317K	Buy	+13,938	New	+$313K	0.02%	332

Other funds holding SHYD

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Modern Wealth Management's SHYD Position: Q4 2025 in Review

Modern Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2025, closing a stake of 13,938 shares — an estimated $319K sold.

Modern Wealth Management first reported a position in SHYD in Q3 2024 and held it in 5 quarters. The position peaked at $319K in Q3 2025. 145 funds tracked by Wall St. Rank hold SHYD as of Q4 2025.

Modern Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2025 after selling out during the quarter.
Modern Wealth Management sold 13,938 VanEck Short High Yield Muni ETF shares in Q4 2025, an estimated $319K.
Modern Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q3 2024 and held it in 5 quarters.
Modern Wealth Management's VanEck Short High Yield Muni ETF position peaked at $319K in Q3 2025.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.