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SHP Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

SHP Wealth Management’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$251K Sell
5,015
-349
-7% -$17.8K 0.02% 221
2025
Q4 		$274K Buy
+5,364
New +$273K 0.02% 209

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SHP Wealth Management's HYD Position: Q1 2026 in Review

SHP Wealth Management reduced its VanEck High Yield Muni ETF (HYD) stake by 6.5% in Q1 2026, selling an estimated $17.8K and leaving 5,015 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #221.

SHP Wealth Management first reported a position in HYD in Q4 2025 and has held it in 2 quarters since. The position peaked at $274K in Q4 2025. 345 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

  • SHP Wealth Management held 5,015 shares of VanEck High Yield Muni ETF worth $251K as of Q1 2026.
  • SHP Wealth Management sold 349 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $17.8K.
  • VanEck High Yield Muni ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #221 holding.
  • SHP Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's VanEck High Yield Muni ETF position peaked at $274K in Q4 2025.
  • 345 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.