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Sage Financial Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Sage Financial Group’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 		$511K Sell
22,324
-26,379
-54% -$600K 0.03% 81
2026
Q1 		$1.1M Sell
48,703
-11,447
-19% -$262K 0.07% 53
2025
Q4 		$1.38M Buy
+60,150
New +$1.37M 0.09% 48

Other funds holding SHYD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sage Financial Group's SHYD Position: Q2 2026 in Review

Sage Financial Group reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 54% in Q2 2026, selling an estimated $600K and leaving 22,324 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #81.

Sage Financial Group first reported a position in SHYD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q4 2025. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

  • Sage Financial Group held 22,324 shares of VanEck Short High Yield Muni ETF worth $511K as of Q2 2026.
  • Sage Financial Group sold 26,379 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $600K.
  • VanEck Short High Yield Muni ETF made up 0.03% of Sage Financial Group's portfolio in Q2 2026, its #81 holding.
  • Sage Financial Group first reported a position in VanEck Short High Yield Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • Sage Financial Group's VanEck Short High Yield Muni ETF position peaked at $1.38M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.