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RFG Advisory’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

RFG Advisory’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
-12,975
Closed -$294K – 1180
2026
Q1 		$294K Buy
12,975
+3,581
+38% +$82.1K 0.01% 898
2025
Q4 		$215K Buy
9,394
+345
+4% +$7.88K ﹤0.01% 929
2025
Q3 		$207K Buy
+9,049
New +$205K ﹤0.01% 919
2020
Q1 		– Sell
-8,686
Closed -$219K – 401
2019
Q4 		$219K Buy
+8,686
New +$218K 0.04% 332

Other funds holding SHYD

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

RFG Advisory's SHYD Position: Q2 2026 in Review

RFG Advisory sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2026, closing a stake of 12,975 shares — an estimated $294K sold.

RFG Advisory first reported a position in SHYD in Q4 2019 and held it in 4 quarters. The position peaked at $294K in Q1 2026. 24 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

  • RFG Advisory reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 12,975 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $294K.
  • RFG Advisory first reported a position in VanEck Short High Yield Muni ETF in Q4 2019 and held it in 4 quarters.
  • RFG Advisory's VanEck Short High Yield Muni ETF position peaked at $294K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.