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NewSquare Capital’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

NewSquare Capital’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 		$656K Buy
28,643
+566
+2% +$12.9K 0.05% 166
2026
Q1 		$636K Buy
28,077
+515
+2% +$11.8K 0.06% 153
2025
Q4 		$631K Sell
27,562
-3,974
-13% -$90.7K 0.06% 146
2025
Q3 		$722K Buy
31,536
+3,625
+13% +$82.2K 0.05% 145
2025
Q2 		$630K Buy
27,911
+751
+3% +$16.8K 0.05% 143
2025
Q1 		$611K Buy
+27,160
New +$616K 0.05% 142

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

NewSquare Capital's SHYD Position: Q2 2026 in Review

NewSquare Capital increased its VanEck Short High Yield Muni ETF (SHYD) stake by 2% in Q2 2026, buying an estimated $12.9K and bringing the position to 28,643 shares worth $656K. The position accounts for 0.05% of the portfolio, ranked #166.

NewSquare Capital first reported a position in SHYD in Q1 2025 and has held it in 6 quarters since. The position peaked at $722K in Q3 2025. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

  • NewSquare Capital held 28,643 shares of VanEck Short High Yield Muni ETF worth $656K as of Q2 2026.
  • NewSquare Capital bought 566 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $12.9K.
  • VanEck Short High Yield Muni ETF made up 0.05% of NewSquare Capital's portfolio in Q2 2026, its #166 holding.
  • NewSquare Capital first reported a position in VanEck Short High Yield Muni ETF in Q1 2025 and has held it in 6 quarters since.
  • NewSquare Capital's VanEck Short High Yield Muni ETF position peaked at $722K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.