Roman Butler Fullerton & Co’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Roman Butler Fullerton & Co’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	$364K	Buy	15,967 +55	+0.3%	+$1.25K	0.09%	214
2026 Q1	$361K	Buy	15,912 +1,794	+13%	+$41.1K	0.1%	193
2025 Q4	$325K	Buy	14,118 +2,237	+19%	+$51.1K	0.09%	214
2025 Q3	$271K	Sell	11,881 -2,164	-15%	-$49.1K	0.07%	223
2025 Q2	$315K	Sell	14,045 -681	-5%	-$15.2K	0.09%	183
2025 Q1	$324K	Buy	14,726 +2,004	+16%	+$45.4K	0.13%	165
2024 Q4	$289K	Sell	12,722 -534	-4%	-$12.1K	0.09%	183
2024 Q3	$301K	Sell	13,256 -3,953	-23%	-$88.9K	0.09%	191
2024 Q2	$384K	Buy	+17,209	New	+$383K	0.12%	165

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

Roman Butler Fullerton & Co's SHYD Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its VanEck Short High Yield Muni ETF (SHYD) stake by 0.35% in Q2 2026, buying an estimated $1.25K and bringing the position to 15,967 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #214.

Roman Butler Fullerton & Co first reported a position in SHYD in Q2 2024 and has held it in 9 quarters since. The position peaked at $384K in Q2 2024. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Roman Butler Fullerton & Co held 15,967 shares of VanEck Short High Yield Muni ETF worth $364K as of Q2 2026.
Roman Butler Fullerton & Co bought 55 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $1.25K.
VanEck Short High Yield Muni ETF made up 0.09% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #214 holding.
Roman Butler Fullerton & Co first reported a position in VanEck Short High Yield Muni ETF in Q2 2024 and has held it in 9 quarters since.
Roman Butler Fullerton & Co's VanEck Short High Yield Muni ETF position peaked at $384K in Q2 2024.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.