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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
Q2 		$258K Hold
5,015
– – 0.02% 255
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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SHP Wealth Management's HYD Position: Q2 2026 in Review

SHP Wealth Management held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2026 at 5,015 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #255.

SHP Wealth Management first reported a position in HYD in Q4 2025 and has held it in 3 quarters since. The position peaked at $274K in Q4 2025. 373 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • SHP Wealth Management held 5,015 shares of VanEck High Yield Muni ETF worth $258K as of Q2 2026.
  • SHP Wealth Management left its VanEck High Yield Muni ETF share count unchanged in Q2 2026.
  • VanEck High Yield Muni ETF made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #255 holding.
  • SHP Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's VanEck High Yield Muni ETF position peaked at $274K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.