Naples Global Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Naples Global Advisors’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	$803K	Buy	35,075 +650	+2%	+$14.8K	0.05%	278
2026 Q1	$780K	Sell	34,425 -1,100	-3%	-$25.2K	0.06%	265
2025 Q4	$814K	Sell	35,525 -1,425	-4%	-$32.5K	0.06%	260
2025 Q3	$846K	Buy	36,950 +500	+1%	+$11.3K	0.07%	256
2025 Q2	$823K	Sell	36,450 -3,550	-9%	-$79.4K	0.07%	246
2025 Q1	$900K	Sell	40,000 -4,175	-9%	-$94.6K	0.09%	232
2024 Q4	$993K	Sell	44,175 -340	-0.8%	-$7.71K	0.09%	221
2024 Q3	$1.01M	Sell	44,515 -6,170	-12%	-$139K	0.09%	230
2024 Q2	$1.13M	Sell	50,685 -4,190	-8%	-$93.2K	0.11%	202
2024 Q1	$1.23M	Sell	54,875 -4,425	-7%	-$98.2K	0.13%	194
2023 Q4	$1.31M	Sell	59,300 -29,140	-33%	-$633K	0.14%	181
2023 Q3	$1.91M	Sell	88,440 -950	-1%	-$21K	0.23%	123
2023 Q2	$1.99M	Sell	89,390 -15,050	-14%	-$335K	0.23%	121
2023 Q1	$2.33M	Sell	104,440 -20,610	-16%	-$461K	0.29%	105
2022 Q4	$2.78M	Sell	125,050 -16,190	-11%	-$356K	0.35%	85
2022 Q3	$3.08M	Sell	141,240 -10,920	-7%	-$247K	0.42%	70
2022 Q2	$3.42M	Sell	152,160 -12,860	-8%	-$291K	0.44%	67
2022 Q1	$3.84M	Sell	165,020 -16,855	-9%	-$408K	0.44%	67
2021 Q4	$4.57M	Buy	181,875 +15,130	+9%	+$379K	0.53%	51
2021 Q3	$4.18M	Buy	166,745 +10,430	+7%	+$265K	0.55%	49
2021 Q2	$3.98M	Buy	156,315 +13,905	+10%	+$351K	0.55%	48
2021 Q1	$3.56M	Sell	142,410 -1,560	-1%	-$39.1K	0.54%	50
2020 Q4	$3.57M	Buy	143,970 +16,265	+13%	+$398K	0.6%	44
2020 Q3	$3.11M	Buy	127,705 +2,775	+2%	+$67.3K	0.61%	45
2020 Q2	$2.98M	Buy	124,930 +2,350	+2%	+$53.5K	0.64%	41
2020 Q1	$2.76M	Sell	122,580 -2,050	-2%	-$50.2K	0.72%	35
2019 Q4	$3.14M	Buy	124,630 +7,135	+6%	+$179K	0.66%	38
2019 Q3	$2.96M	Buy	117,495 +16,930	+17%	+$426K	0.69%	33
2019 Q2	$2.52M	Buy	100,565 +11,555	+13%	+$287K	0.61%	46
2019 Q1	$2.2M	Buy	89,010 +27,550	+45%	+$673K	0.56%	50
2018 Q4	$1.49M	Buy	61,460 +9,875	+19%	+$238K	0.42%	74
2018 Q3	$1.25M	Buy	51,585 +5,900	+13%	+$144K	0.33%	100
2018 Q2	$1.12M	Sell	45,685 -1,475	-3%	-$35.9K	0.32%	109
2018 Q1	$1.14M	Buy	47,160 +8,800	+23%	+$213K	0.34%	96
2017 Q4	$928K	Buy	38,360 +18,950	+98%	+$462K	0.27%	127
2017 Q3	$475K	Buy	19,410 +10,050	+107%	+$245K	0.16%	188
2017 Q2	$227K	Buy	+9,360	New	+$226K	0.08%	249

Other funds holding SHYD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Naples Global Advisors's SHYD Position: Q2 2026 in Review

Naples Global Advisors increased its VanEck Short High Yield Muni ETF (SHYD) stake by 1.9% in Q2 2026, buying an estimated $14.8K and bringing the position to 35,075 shares worth $803K. The position accounts for 0.05% of the portfolio, ranked #278.

Naples Global Advisors first reported a position in SHYD in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.57M in Q4 2021. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Naples Global Advisors held 35,075 shares of VanEck Short High Yield Muni ETF worth $803K as of Q2 2026.
Naples Global Advisors bought 650 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $14.8K.
VanEck Short High Yield Muni ETF made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #278 holding.
Naples Global Advisors first reported a position in VanEck Short High Yield Muni ETF in Q2 2017 and has held it in 37 quarters since.
Naples Global Advisors's VanEck Short High Yield Muni ETF position peaked at $4.57M in Q4 2021.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.