OneDigital Investment Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

OneDigital Investment 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	$823K	Sell	35,927 -579	-2%	-$13.2K	0.01%	820
2026 Q1	$827K	Buy	36,506 +5,762	+19%	+$132K	0.01%	754
2025 Q4	$704K	Hold	30,744	–	–	0.01%	802
2025 Q3	$704K	Buy	30,744 +5,263	+21%	+$119K	0.01%	792
2025 Q2	$576K	Sell	25,481 -1,555	-6%	-$34.8K	0.01%	850
2025 Q1	$608K	Sell	27,036 -2,360	-8%	-$53.5K	0.01%	785
2024 Q4	$661K	Buy	29,396 +3,432	+13%	+$77.8K	0.01%	785
2024 Q3	$590K	Buy	25,964 +177	+0.7%	+$3.98K	0.01%	873
2024 Q2	$577K	Hold	25,787	–	–	0.01%	835
2024 Q1	$578K	Hold	25,787	–	–	0.01%	689
2023 Q4	$571K	Sell	25,787 -9,373	-27%	-$204K	0.01%	665
2023 Q3	$760K	Buy	35,160 +14	+0%	+$309	0.02%	504
2023 Q2	$784K	Buy	35,146 +459	+1%	+$10.2K	0.02%	480
2023 Q1	$773K	Sell	34,687 -1,596	-4%	-$35.7K	0.02%	463
2022 Q4	$808K	Buy	36,283 +5,766	+19%	+$127K	0.02%	404
2022 Q3	$664K	Buy	30,517 +1,898	+7%	+$43K	0.02%	387
2022 Q2	$643K	Buy	+28,619	New	+$647K	0.03%	359

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

OneDigital Investment Advisors's SHYD Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 1.6% in Q2 2026, selling an estimated $13.2K and leaving 35,927 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #820.

OneDigital Investment Advisors first reported a position in SHYD in Q2 2022 and has held it in 17 quarters since. The position peaked at $827K in Q1 2026. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

OneDigital Investment Advisors held 35,927 shares of VanEck Short High Yield Muni ETF worth $823K as of Q2 2026.
OneDigital Investment Advisors sold 579 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $13.2K.
VanEck Short High Yield Muni ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #820 holding.
OneDigital Investment Advisors first reported a position in VanEck Short High Yield Muni ETF in Q2 2022 and has held it in 17 quarters since.
OneDigital Investment Advisors's VanEck Short High Yield Muni ETF position peaked at $827K in Q1 2026.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.