Occidental Asset Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Occidental Asset 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
2026 Q1	$609K	Sell	26,871 -448	-2%	-$10.3K	0.07%	151
2025 Q4	$626K	Buy	27,319 +3,600	+15%	+$82.2K	0.08%	140
2025 Q3	$543K	Buy	23,719 +350	+1%	+$7.94K	0.07%	152
2025 Q2	$528K	Sell	23,369 -5,275	-18%	-$118K	0.07%	143
2025 Q1	$644K	Buy	28,644 +1,700	+6%	+$38.5K	0.1%	124
2024 Q4	$606K	Buy	26,944 +525	+2%	+$11.9K	0.09%	127
2024 Q3	$600K	Hold	26,419	–	–	0.1%	131
2024 Q2	$591K	Buy	26,419 +190	+0.7%	+$4.23K	0.1%	128
2024 Q1	$588K	Buy	26,229 +418	+2%	+$9.28K	0.11%	128
2023 Q4	$571K	Sell	25,811 -12,307	-32%	-$267K	0.12%	132
2023 Q3	$824K	Buy	38,118 +406	+1%	+$8.96K	0.19%	111
2023 Q2	$841K	Buy	37,712 +3,678	+11%	+$81.8K	0.19%	118
2023 Q1	$759K	Buy	34,034 +957	+3%	+$21.4K	0.19%	115
2022 Q4	$737K	Sell	33,077 -699	-2%	-$15.4K	0.2%	114
2022 Q3	$735K	Buy	33,776 +1,638	+5%	+$37.1K	0.22%	107
2022 Q2	$722K	Sell	32,138 -1,230	-4%	-$27.8K	0.21%	110
2022 Q1	$776K	Buy	33,368 +192	+0.6%	+$4.64K	0.2%	106
2021 Q4	$834K	Sell	33,176 -7,095	-18%	-$178K	0.2%	116
2021 Q3	$1.01M	Buy	40,271 +4,526	+13%	+$115K	0.26%	99
2021 Q2	$910K	Hold	35,745	–	–	0.24%	110
2021 Q1	$895K	Buy	35,745 +9,566	+37%	+$240K	0.27%	99
2020 Q4	$649K	Buy	26,179 +350	+1%	+$8.56K	0.22%	111
2020 Q3	$630K	Buy	25,829 +350	+1%	+$8.48K	0.26%	90
2020 Q2	$607K	Sell	25,479 -2,100	-8%	-$47.8K	0.27%	88
2020 Q1	$621K	Buy	27,579 +240	+0.9%	+$5.87K	0.31%	84
2019 Q4	$689K	Buy	27,339 +814	+3%	+$20.5K	0.28%	95
2019 Q3	$668K	Buy	26,525 +772	+3%	+$19.4K	0.28%	92
2019 Q2	$645K	Hold	25,753	–	–	0.29%	83
2019 Q1	$636K	Hold	25,753	–	–	0.31%	68
2018 Q4	$623K	Hold	25,753	–	–	0.35%	56
2018 Q3	$626K	Buy	25,753 +349	+1%	+$8.54K	0.31%	67
2018 Q2	$623K	Buy	25,404 +2,956	+13%	+$71.9K	0.33%	58
2018 Q1	$543K	Hold	22,448	–	–	0.29%	59
2017 Q4	$543K	Hold	22,448	–	–	0.28%	63
2017 Q3	$549K	Hold	22,448	–	–	0.3%	54
2017 Q2	$545K	Hold	22,448	–	–	0.33%	53
2017 Q1	$539K	Buy	22,448 +2,598	+13%	+$62.1K	0.36%	46
2016 Q4	$472K	Hold	19,850	–	–	0.34%	56
2016 Q3	$501K	Hold	19,850	–	–	0.41%	49
2016 Q2	$505K	Buy	+19,850	New	+$500K	0.44%	49

Other funds holding SHYD

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Occidental Asset Management's SHYD Position: Q1 2026 in Review

Occidental Asset Management reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 1.6% in Q1 2026, selling an estimated $10.3K and leaving 26,871 shares worth $609K. The position accounts for 0.07% of the portfolio, ranked #151.

Occidental Asset Management first reported a position in SHYD in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.01M in Q3 2021. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Occidental Asset Management held 26,871 shares of VanEck Short High Yield Muni ETF worth $609K as of Q1 2026.
Occidental Asset Management sold 448 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $10.3K.
VanEck Short High Yield Muni ETF made up 0.07% of Occidental Asset Management's portfolio in Q1 2026, its #151 holding.
Occidental Asset Management first reported a position in VanEck Short High Yield Muni ETF in Q2 2016 and has held it in 40 quarters since.
Occidental Asset Management's VanEck Short High Yield Muni ETF position peaked at $1.01M in Q3 2021.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.