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

Summit Financial’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	$376K	Sell	16,435 -9,722	-37%	-$221K	﹤0.01%	1212
2026 Q1	$593K	Buy	26,157 +10,371	+66%	+$238K	0.01%	940
2025 Q4	$362K	Buy	15,786 +6,002	+61%	+$137K	0.01%	1009
2025 Q3	$224K	Buy	+9,784	New	+$222K	﹤0.01%	1166

Other funds holding SHYD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Financial's SHYD Position: Q2 2026 in Review

Summit Financial reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 37% in Q2 2026, selling an estimated $221K and leaving 16,435 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Summit Financial first reported a position in SHYD in Q3 2025 and has held it in 4 quarters since. The position peaked at $593K in Q1 2026. 153 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Summit Financial held 16,435 shares of VanEck Short High Yield Muni ETF worth $376K as of Q2 2026.
Summit Financial sold 9,722 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $221K.
VanEck Short High Yield Muni ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1212 holding.
Summit Financial first reported a position in VanEck Short High Yield Muni ETF in Q3 2025 and has held it in 4 quarters since.
Summit Financial's VanEck Short High Yield Muni ETF position peaked at $593K in Q1 2026.
153 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.