Principal Securities’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Principal Securities’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 Q2	–	Sell	-44	Closed	-$989	–	3869
2025 Q1	$989	Hold	44	–	–	﹤0.01%	3212
2024 Q4	$989	Sell	44 -2	-4%	-$45	﹤0.01%	3205
2024 Q3	$1.04K	Sell	46 -536	-92%	-$12.1K	﹤0.01%	3130
2024 Q2	$13K	Sell	582 -195	-25%	-$4.34K	﹤0.01%	2275
2024 Q1	$17.4K	Sell	777 -16,491	-96%	-$366K	﹤0.01%	2073
2023 Q4	$382K	Buy	+17,268	New	+$375K	0.01%	711

Other funds holding SHYD

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

FFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Principal Securities's SHYD Position: Q2 2025 in Review

Principal Securities sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2025, closing a stake of 44 shares — an estimated $989 sold.

Principal Securities first reported a position in SHYD in Q4 2023 and held it in 6 quarters. The position peaked at $382K in Q4 2023. 131 funds tracked by Wall St. Rank hold SHYD as of Q2 2025.

Principal Securities reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 44 VanEck Short High Yield Muni ETF shares in Q2 2025, an estimated $989.
Principal Securities first reported a position in VanEck Short High Yield Muni ETF in Q4 2023 and held it in 6 quarters.
Principal Securities's VanEck Short High Yield Muni ETF position peaked at $382K in Q4 2023.
131 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.