Rockefeller Capital Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Rockefeller Capital Management’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	$635K	Sell	28,037 -2,487	-8%	-$57K	﹤0.01%	1830
2025 Q4	$699K	Buy	30,524 +17,943	+143%	+$410K	﹤0.01%	1726
2025 Q3	$288K	Sell	12,581 -1,007	-7%	-$22.8K	﹤0.01%	2039
2025 Q2	$307K	Sell	13,588 -3,463	-20%	-$77.4K	﹤0.01%	1650
2025 Q1	$383K	Sell	17,051 -7,660	-31%	-$174K	﹤0.01%	1549
2024 Q4	$556K	Buy	24,711 +210	+0.9%	+$4.76K	﹤0.01%	1442
2024 Q3	$557K	Sell	24,501 -319	-1%	-$7.17K	﹤0.01%	1401
2024 Q2	$555K	Sell	24,820 -15,117	-38%	-$336K	﹤0.01%	1399
2024 Q1	$895K	Buy	39,937 +1,125	+3%	+$25K	﹤0.01%	1299
2023 Q4	$859K	Buy	38,812 +2,600	+7%	+$56.5K	﹤0.01%	1196
2023 Q3	$783K	Buy	36,212 +10,007	+38%	+$221K	﹤0.01%	1170
2023 Q2	$584K	Buy	26,205 +7	+0%	+$156	﹤0.01%	1282
2023 Q1	$583K	Sell	26,198 -726	-3%	-$16.2K	﹤0.01%	1287
2022 Q4	$599K	Sell	26,924 -5,545	-17%	-$122K	﹤0.01%	1208
2022 Q3	$706K	Buy	32,469 +3,172	+11%	+$71.8K	﹤0.01%	1141
2022 Q2	$658K	Sell	29,297 -2,154	-7%	-$48.7K	﹤0.01%	1156
2022 Q1	$731K	Sell	31,451 -995	-3%	-$24.1K	﹤0.01%	1168
2021 Q4	$816K	Sell	32,446 -1,580	-5%	-$39.6K	﹤0.01%	1124
2021 Q3	$854K	Buy	34,026 +15,857	+87%	+$404K	﹤0.01%	1054
2021 Q2	$462K	Buy	18,169 +14,057	+342%	+$354K	﹤0.01%	1225
2021 Q1	$102K	Hold	4,112	–	–	﹤0.01%	1589
2020 Q4	$101K	Hold	4,112	–	–	﹤0.01%	1435
2020 Q3	$100K	Hold	4,112	–	–	﹤0.01%	1255
2020 Q2	$98K	Hold	4,112	–	–	﹤0.01%	1174
2020 Q1	$93K	Hold	4,112	–	–	﹤0.01%	1036
2019 Q4	$104K	Hold	4,112	–	–	﹤0.01%	957
2019 Q3	$104K	Buy	+4,112	New	+$103K	﹤0.01%	795

Other funds holding SHYD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

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

Rockefeller Capital Management's SHYD Position: Q1 2026 in Review

Rockefeller Capital Management reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 8.1% in Q1 2026, selling an estimated $57K and leaving 28,037 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Rockefeller Capital Management first reported a position in SHYD in Q3 2019 and has held it in 27 quarters since. The position peaked at $895K in Q1 2024. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Rockefeller Capital Management held 28,037 shares of VanEck Short High Yield Muni ETF worth $635K as of Q1 2026.
Rockefeller Capital Management sold 2,487 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $57K.
VanEck Short High Yield Muni ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1830 holding.
Rockefeller Capital Management first reported a position in VanEck Short High Yield Muni ETF in Q3 2019 and has held it in 27 quarters since.
Rockefeller Capital Management's VanEck Short High Yield Muni ETF position peaked at $895K in Q1 2024.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.