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NorthRock Partners’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

NorthRock Partners’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
Q1 		– Sell
-1,319
Closed -$29.7K – 895
2024
Q4 		$29.7K Buy
+1,319
New +$29.9K ﹤0.01% 680

Other funds holding SHYD

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

NorthRock Partners's SHYD Position: Q1 2025 in Review

NorthRock Partners sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2025, closing a stake of 1,319 shares — an estimated $29.7K sold.

NorthRock Partners first reported a position in SHYD in Q4 2024 and held it in 1 quarter. The position peaked at $29.7K in Q4 2024. 122 funds tracked by Wall St. Rank hold SHYD as of Q1 2025.

  • NorthRock Partners reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,319 VanEck Short High Yield Muni ETF shares in Q1 2025, an estimated $29.7K.
  • NorthRock Partners first reported a position in VanEck Short High Yield Muni ETF in Q4 2024 and held it in 1 quarter.
  • NorthRock Partners's VanEck Short High Yield Muni ETF position peaked at $29.7K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2025.

Based on NorthRock Partners's 13F filing for Q1 2025, filed 8 May 2025.