RWB
SHYD icon

RMR Wealth Builders’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

RMR Wealth Builders’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 		$1.29M Buy
56,750
+12,626
+29% +$290K 0.1% 105
2025
Q4 		$1.01M Buy
44,124
+3,574
+9% +$81.6K 0.08% 115
2025
Q3 		$929K Buy
40,550
+1,956
+5% +$44.4K 0.08% 115
2025
Q2 		$872K Buy
38,594
+73
+0.2% +$1.63K 0.08% 125
2025
Q1 		$866K Sell
38,521
-7,196
-16% -$163K 0.09% 113
2024
Q4 		$1.03M Buy
45,717
+2,899
+7% +$65.7K 0.11% 106
2024
Q3 		$973K Buy
42,818
+9,636
+29% +$217K 0.1% 105
2024
Q2 		$742K Buy
33,182
+4,013
+14% +$89.3K 0.09% 117
2024
Q1 		$654K Buy
29,169
+6,120
+27% +$136K 0.08% 127
2023
Q4 		$510K Buy
+23,049
New +$501K 0.07% 144

Other funds holding SHYD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return