Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
VanEck Short High Yield Muni ETF
SHYD
Stock Holding History
Sowell Financial Services’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
$842K
Sell
37,160
-10,671
-22%
-$245K
0.03%
481
2025
Q4
$1.1M
Buy
47,831
+369
+0.8%
+$8.43K
0.04%
410
2025
Q3
$1.09M
Buy
47,462
+2,309
+5%
+$52.4K
0.04%
402
2025
Q2
$1.02M
Buy
45,153
+1,892
+4%
+$42.3K
0.04%
404
2025
Q1
$973K
Buy
43,261
+609
+1%
+$13.8K
0.04%
395
2024
Q4
$959K
Sell
42,652
-12,616
-23%
-$286K
0.05%
317
2024
Q3
$1.26M
Sell
55,268
-38,303
-41%
-$861K
0.06%
311
2024
Q2
$2.09M
Sell
93,571
-568
-0.6%
-$12.6K
0.1%
209
2024
Q1
$2.11M
Buy
94,139
+262
+0.3%
+$5.82K
0.1%
224
2023
Q4
$2.08M
Sell
93,877
-819
-0.9%
-$17.8K
0.11%
200
2023
Q3
$2.05M
Buy
94,696
+81,496
+617%
+$1.8M
0.13%
179
2023
Q2
$294K
Buy
13,200
+435
+3%
+$9.68K
0.02%
516
2023
Q1
$285K
Buy
12,765
+179
+1%
+$4.01K
0.02%
576
2022
Q4
$280K
Sell
12,586
-874
-6%
-$19.2K
0.02%
495
2022
Q3
$293K
Buy
+13,460
New
+$305K
0.03%
374
2022
Q1
–
Sell
-15,797
Closed
-$398K
–
447
2021
Q4
$398K
Buy
15,797
+478
+3%
+$12K
0.02%
456
2021
Q3
$384K
Buy
15,319
+4,135
+37%
+$105K
0.03%
429
2021
Q2
$285K
Buy
11,184
+1,085
+11%
+$27.4K
0.02%
475
2021
Q1
$254K
Buy
+10,099
New
+$253K
0.01%
917
Other funds holding SHYD
Wells Fargo
San Francisco, California
$501B 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
$376B 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
$431B AUM
30.22%
1-Year Est. Return
FFA
Fragasso Financial Advisors
Sewickley, Pennsylvania
$1.87B AUM
23.81%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close