Stephens Inc’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Stephens Inc’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	$267K	Buy	+11,765	New	+$270K	﹤0.01%	1091
2024 Q3	–	Sell	-63,785	Closed	-$1.43M	–	1339
2024 Q2	$1.43M	Hold	63,785	–	–	0.02%	501
2024 Q1	$1.43M	Sell	63,785 -1,568	-2%	-$34.8K	0.02%	497
2023 Q4	$1.45M	Buy	65,353 +771	+1%	+$16.7K	0.02%	463
2023 Q3	$1.4M	Buy	64,582 +354	+0.6%	+$7.81K	0.03%	462
2023 Q2	$1.43M	Buy	+64,228	New	+$1.43M	0.03%	460

Other funds holding SHYD

Wells Fargo San Francisco, California $530B 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 $377B 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 $432B AUM 30.22% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Inc's SHYD Position: Q1 2026 in Review

Stephens Inc opened a new position in VanEck Short High Yield Muni ETF (SHYD) in Q1 2026: 11,765 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings. This is a return to the name: Stephens Inc previously reported a position in SHYD as recently as Q2 2024.

Stephens Inc first reported a position in SHYD in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.45M in Q4 2023. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Stephens Inc held 11,765 shares of VanEck Short High Yield Muni ETF worth $267K as of Q1 2026.
VanEck Short High Yield Muni ETF was a new Stephens Inc position in Q1 2026.
VanEck Short High Yield Muni ETF made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1091 holding.
Stephens Inc first reported a position in VanEck Short High Yield Muni ETF in Q2 2023 and has held it in 6 quarters since.
Stephens Inc's VanEck Short High Yield Muni ETF position peaked at $1.45M in Q4 2023.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.