Perspective Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Perspective Wealth 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	–	Sell	-15,083	Closed	-$342K	–	73
2026 Q1	$342K	Buy	15,083 +2,651	+21%	+$60.8K	0.22%	48
2025 Q4	$285K	Buy	+12,432	New	+$284K	0.2%	49

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

Perspective Wealth Advisors's SHYD Position: Q2 2026 in Review

Perspective Wealth Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2026, closing a stake of 15,083 shares — an estimated $342K sold.

Perspective Wealth Advisors first reported a position in SHYD in Q4 2025 and held it in 2 quarters. The position peaked at $342K in Q1 2026. 153 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Perspective Wealth Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2026 after selling out during the quarter.
Perspective Wealth Advisors sold 15,083 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $342K.
Perspective Wealth Advisors first reported a position in VanEck Short High Yield Muni ETF in Q4 2025 and held it in 2 quarters.
Perspective Wealth Advisors's VanEck Short High Yield Muni ETF position peaked at $342K in Q1 2026.
153 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.