Moneywise Inc’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Moneywise Inc’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 Q3	–	Sell	-19,401	Closed	-$438K	–	75
2025 Q2	$438K	Buy	+19,401	New	+$434K	0.21%	57

Other funds holding SHYD

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Moneywise Inc's SHYD Position: Q3 2025 in Review

Moneywise Inc sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2025, closing a stake of 19,401 shares — an estimated $438K sold.

Moneywise Inc first reported a position in SHYD in Q2 2025 and held it in 1 quarter. The position peaked at $438K in Q2 2025. 132 funds tracked by Wall St. Rank hold SHYD as of Q3 2025.

Moneywise Inc reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
Moneywise Inc sold 19,401 VanEck Short High Yield Muni ETF shares in Q3 2025, an estimated $438K.
Moneywise Inc first reported a position in VanEck Short High Yield Muni ETF in Q2 2025 and held it in 1 quarter.
Moneywise Inc's VanEck Short High Yield Muni ETF position peaked at $438K in Q2 2025.
132 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2025.

Based on Moneywise Inc's 13F filing for Q3 2025, filed 24 Oct 2025.